Private Bank Wealth Advisor III — High-Net-Worth Focus

0101 The Huntington National Bank; Dallas (TX); Hybrid; USD 120,000 - 180,000; 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. The role focuses on growing assets under management, coordinating specialists, and ensuring exceptional client service.

You will build relationships with existing and new clients, self‑acquire business through community connections, and work across Huntington segments.

Qualifications

• Bachelor's degree required and state life and health licenses to be obtained within 90 days of hire.
• Minimum 5 years of wealth management/financial advisory/relationship management experience with high-net-worth clients.
• Note: may be considered Mortgage Loan Originator under SAFE Act and TILA; if applicable, additional qualifications required.

Responsibilities

• Primary client relationship manager for Huntington Private Bank wealth plan delivery and management.
• Develop wealth plans and coordinate with specialists to capture assets under management, loans, and deposits.
• Self-acquires new business through community networks and centers of influence.
• Provide legendary client service to retain client relationships.
• Collaborate across Huntington business segments to deepen client relationships.
• Handle moderately to highly complex client relationships and ensure compliance with regulations.

Skills

Communication skills

Multi-tasking

Relationship building

Client service

Education

Bachelor's Degree

State Life and Health Licenses (to be obtained within 90 days)

Job description

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. The role focuses on growing assets under management, coordinating specialists, and ensuring exceptional client service.

You will build relationships with existing and new clients, self‑acquire business through community connections, and work across Huntington segments.