Private Bank Wealth Advisor III — Build Elite Wealth Plans

Huntington National Bank; Birmingham (AL); Hybrid; USD 90,000 - 160,000; Full time

Job summary

The Huntington Private Bank Wealth Advisor III serves as the primary client relationship manager for high-net-worth clients, developing and delivering comprehensive Wealth Plans and managing relationships to grow assets under management, loans, and deposits.

In this role you’ll coordinate with specialists, acquire new business through community engagement, and deliver legendary client service while ensuring compliance with relevant regulations and standards.

Qualifications

• Bachelor's Degree required.
• State Life and Health Licenses must be obtained within 90 days of hire.
• At least 5 years of wealth management/financial advisory/relationship management experience for high or ultra-high net worth clients.
• Note: This position may be considered Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act; if applicable, registration and qualifications required.

Responsibilities

• Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a 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 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.

Skills

Relationship-building

Communication skills

Multi-tasking

Education

Bachelor's Degree

State Life and Health Licenses (within 90 days)

Job description

The Huntington Private Bank Wealth Advisor III serves as the primary client relationship manager for high-net-worth clients, developing and delivering comprehensive Wealth Plans and managing relationships to grow assets under management, loans, and deposits.

In this role you’ll coordinate with specialists, acquire new business through community engagement, and deliver legendary client service while ensuring compliance with relevant regulations and standards.