Private Bank Wealth Strategist III

0101 The Huntington National Bank; Westchester (TX); On-site; USD 102,000 - 208,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Paid time off

Job summary

Huntington seeks an experienced Wealth Strategist III to deliver the Private Bank's intellectual capital to high net worth clients and internal advisors. The role partners on new business acquisition and deepens existing relationships with customized estate, tax, and financial plans.

You will coordinate across geographies, ensure effective delivery of advice, and drive ongoing training for advisors. This exempt, office-based role offers a competitive compensation package and comprehensive

Qualifications

• Bachelor's degree and 10+ years of financial or private wealth planning experience.
• JD, CPA & CFP strongly preferred.
• Excellent verbal and written communication skills.
• Strong leadership with ability to influence across geographies.

Responsibilities

• Deliver Huntington Private Bank's intellectual capital to high net worth clients and internal advisors.
• Partner on new business acquisition and retention/deepening of existing relationships.
• Develop, implement and deliver estate, tax, and financial plans to high net worth clients.
• Ensure solutions are applied and delivered effectively across advisors.
• Ensure advisor expertise across geographies with ongoing training.

Skills

Leadership

Communication

Relationship-building

Problem solving

Team collaboration

Time management

PowerPoint

Excel

Financial planning

Education

Bachelor's Degree

Juris Doctorate

CPA

CFP

Tools

PowerPoint

Excel

Financial planning software

Job description

Description Summary:

The Wealth Strategist III is responsible for delivering Huntington Private Bank's intellectual capital to high net worth and most clients and internal advisors.

Duties and Responsibilities:

Delivering The Huntington Private Bank's intellectual capital to high net worth and most clients and internal advisors.

Partnering on new business acquisition and retention/deepening of existing relationships.

Developing, implementing and possibly assisting in delivering business succession, transactional advisory, estate, and financial plans to high net worth clients.

Ensuring solutions and advice are applied/delivered effectively and consistently.

Ensuring advisors expertise across geographies with continuous training.

Performs other duties as assigned.

Basic Qualifications:

• Bachelor's Degree 10+ years of (Financial, Private CPA, JD Practice) planning experience

Preferred Qualifications:

• Juris Doctorate, CPA & CFP strongly preferred
• Comprehensive knowledge on estate planning, tax planning, and financial planning
• Competency with PowerPoint, Excel, and other financial planning software
• Excellent verbal and written communication skills
• Strong leadership skills and ability to influence
• Ability to form strong relationships with internal and external partners
• Strong PC skills and Internet Skills
• Excellent written and verbal communication skills, including professional grammar and demeanor
• Ability to interact effectively with all levels across the organization
• Ability to thrive in a collaborative, team-oriented environment
• Problem solving skills/ability to handle complex issues
• Ability to multi-task and meet tight deadlines

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.

Compensation Range:

$102,000 -$208,000

The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education.

Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.

Benefits

Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Equal Opportunity

Huntington is an Equal Opportunity Employer.

Welcome to Huntington!

At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way we save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.

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Reasonable Accommodations: Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

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