Private Bank Wealth Advisor III — Remote HNW Client Partner

Huntington National Bank; Cincinnati (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

A financial institution is seeking a Private Bank Wealth Advisor III in Cincinnati, Ohio. The role focuses on managing high-net-worth client relationships and delivering Wealth Plans. Candidates should have a Bachelor's Degree and at least 5 years of wealth management experience. Strong relationship-building and client service skills are essential. The position offers an office workplace environment with certain flexible arrangements.

Qualifications

• 5+ years of experience in wealth management or financial advisory.
• State Life and Health Licenses required within 90 days.
• Experience with high or ultra-high net worth clients.

Responsibilities

• Manage client relationships and fulfill Wealth Plans.
• Acquire new business through community engagement.
• Provide exceptional client service.

Skills

Wealth management experience

Relationship management

Sales experience

Client service skills

Networking abilities

Education

Bachelor’s Degree

Job description

A financial institution is seeking a Private Bank Wealth Advisor III in Cincinnati, Ohio. The role focuses on managing high-net-worth client relationships and delivering Wealth Plans. Candidates should have a Bachelor's Degree and at least 5 years of wealth management experience. Strong relationship-building and client service skills are essential. The position offers an office workplace environment with certain flexible arrangements.