Private Bank Wealth Advisor IV - East Cleveland

Huntington Bank; Beachwood (OH); On-site; USD 120,000 - 190,000; Full time

Job summary

Huntington Bank in Beachwood, OH seeks a Private Bank Wealth Advisor IV to manage high-net-worth client Wealth Plans, grow assets under management, and coordinate specialists to deliver tailored financial strategies.

You will leverage your decade of wealth management experience to deepen relationships, ensure regulatory compliance, and provide legendary client service while working across Huntington's private-banking and investment teams.

Qualifications

• Bachelor’s Degree.
• State Life and Health Licenses required within 90 days of hire.
• 10+ years wealth management/financial advisory/sales/relationship management experience with high-net-worth clients.

Responsibilities

• Build relationships with existing and new clients; coordinate specialists to fulfill Wealth Plan focusing on AUM, loans and deposits.
• Self-acquires new business by being active and well-connected in the community and with centers of influence.
• Provide legendary client service to retain client relationships.
• Build relationships across Huntington business segments to deepen client relationships.
• Work with relationships of moderate to high complexity and maintain regulatory compliance.
• Remain knowledgeable on key compliance and regulatory requirements.
• Perform other duties as assigned.

Skills

Relationship building

Business development

Communication

Multi-tasking

Regulatory compliance awareness

Education

Bachelor’s Degree

Tools

Securities license

Life insurance license

Mortgage loan originator license (SAFE Act)

Job description

## Private Bank Wealth Advisor IV - East ClevelandApplyremote type: Officelocations: Beachwood, OHtime type: Full timeposted on: Posted Todayjob requisition id: R0070166# **Description****Summary:**The Private Bank Wealth Advisor IV is a 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 10 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:**OfficeOur Approach to **Office** Workplace TypeCertain 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.