Private Bank Wealth Advisor IV - Winston/ Salem

Huntington Bancshares, Inc.; Winston-Salem (NC); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Private Bank Wealth Advisor IV to manage high-net-worth clients' Wealth Plans. In this pivotal role, you will build and maintain strong client relationships, ensuring exceptional service and coordination with specialists. The ideal candidate will have over a decade of experience in wealth management or financial advisory, with a proven track record of success in acquiring new business and servicing high net worth clients. Join a dynamic team that values community engagement and offers a flexible work arrangement, blending in-office and remote opportunities for a balanced work-life experience.

Qualifications

• 10+ years of experience in wealth management or financial advisory.
• Proven ability to build strong relationships with high net worth clients.

Responsibilities

• Manage client relationships and coordinate specialists for wealth plans.
• Self-acquire new business and provide legendary client service.

Skills

Wealth Management

Client Relationship Management

Sales Experience

Financial Advisory

Communication Skills

Multi-tasking

Education

Bachelor’s Degree

Job description

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
• 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:

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.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.