Private Bank Wealth Advisor III - Beechwood

0101 The Huntington National Bank; Beachwood (OH); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work arrangement

Office-based environment

Job summary

The Huntington Private Bank seeks a Wealth Advisor III in Beachwood, OH to serve as the primary relationship manager for high-net-worth clients, developing, delivering, and managing Wealth Plans.

You will coordinate with specialists to fulfill plans, grow assets, and provide legendary client service while ensuring compliance across Huntington's business segments.

Requires Bachelor’s degree, Life and Health licenses within 90 days, and 5+ years in wealth management or related fields.

Qualifications

• Bachelor’s Degree required.
• State Life and Health Licenses must be obtained within 90 days of hire.
• 5+ years wealth management/financial advisory/relationship management experience with high or ultra‑high net worth clients.
• Mortgage Loan Originator registration may be required under SAFE Act.

Responsibilities

• Develops and manages a Wealth Plan for high-net-worth clients.
• Builds relationships with existing and new clients and coordinates specialists.
• Self-acquires new business through community involvement.
• Delivers legendary client service to retain relationships.
• Deepens relationships across Huntington segments.
• Navigates compliance and regulatory requirements.

Skills

Relationship management

Communication skills

Multi-tasking

Client service

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) (No = eligible for overtime pay) Yes

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.

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.

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Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction‑free environment, with the candidate on camera and without the use of virtual backgrounds.

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