Private Wealth Advisor II - Remote & High-Net-Worth Growth

Huntington National Bank; Grand Rapids (MI); Hybrid; USD 95,000 - 150,000; Full time

Job summary

Huntington National Bank is seeking a Private Bank Wealth Advisor II to serve as the primary relationship manager for high-net-worth clients. You will develop, deliver, and manage Wealth Plans, coordinating with specialists to capture assets under management, loans, and deposits.

Role emphasizes community networking to self-acquire new business while delivering legendary client service across Huntington’s business segments.

Qualifications

• Requires at least 3 years of wealth management/financial advisory/sales/relationship management experience with high or ultra-high net worth clients.
• Licenses may be required (Life & Health) and registration considerations under SAFE Act / TILA.
• Excellent written and verbal communication skills and ability to coordinate with specialists.

Responsibilities

• Builds relationships with existing and new clients and coordinates specialists to fulfill Wealth Plan.
• Self-acquires new business by being active and well connected in the community.
• Provides legendary client service to retain client relationships.
• Develops relationships across Huntington business segments to deepen client engagement.
• Manages moderately to highly complex client relationships.
• Keeps knowledge of key compliance and regulatory requirements.
• Performs other duties as assigned.

Skills

Relationship building

New business development

Communication skills

Multitasking

Education

Bachelor’s Degree

Job description

Huntington National Bank is seeking a Private Bank Wealth Advisor II to serve as the primary relationship manager for high-net-worth clients. You will develop, deliver, and manage Wealth Plans, coordinating with specialists to capture assets under management, loans, and deposits.

Role emphasizes community networking to self-acquire new business while delivering legendary client service across Huntington’s business segments.