Private Bank Wealth Advisor III

Huntington National Bank; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Huntington is seeking a Private Bank Wealth Advisor III to serve as the primary relationship manager for high-net-worth clients, developing and delivering comprehensive wealth plans, and coordinating with specialists to manage assets, loans, and deposits. The role emphasizes proactive client service, community networking to acquire new business, and compliance with regulatory requirements.

A bachelor’s degree and relevant licenses or eligibility, with at least five years of wealth management

Qualifications

• Bachelor’s Degree required.
• State Life and Health Licenses required within 90 days of hire.
• At least 5 years of wealth management/financial advisory/sales/relationship management experience for high or ultra-high net worth clients.

Responsibilities

• Builds relationships with existing and new clients and coordinates specialists to fulfill the client’s Wealth Plan with focus on assets under management, loans, and deposits.
• Self-acquires new business by being active and well connected in the community and with external centers of influence.
• Provides legendary client service to retain client relationships.
• Builds strong relationships across Huntington segments to deepen client relationships.
• Works with relationships of moderate to high complexity.
• Knowledgeable on key compliance and regulatory requirements.
• Performs other duties as assigned.

Education

Bachelor’s Degree

Job description

Description

Summary:

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.

Duties and Responsibilities

• Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
• Self-acquires new business by being active and well connected in the community and with external centers of influence.
• Responsible for providing legendary client service to retain client relationships.
• Builds strong relationships across all Huntington business segments to deepen client relationships.
• Works with relationships of moderate to high complexity.
• Knowledgeable on key compliance and regulatory requirements.
• Performs other duties as assigned.

Basic Qualifications

• Bachelor’s Degree
• State Life and Health Licenses required to be obtained within 90 days of hire
• At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
• NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.

Preferred Qualifications

• Securities and life insurance licenses.
• Demonstrated success working with high net worth clients.
• Proven ability to build strong relationships with clients.
• Excellent written and verbal communication skills.
• Ability to multi-task.

Exempt Status: Yes (not eligible for overtime pay)

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington’s Career Web Site for more details.