Private Wealth Advisor II - Remote Relationship Leader

Huntington; Tampa, Northern (FL, KY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Flexible work arrangement

Job summary

Huntington Private Bank is seeking a Wealth Advisor II to serve as the primary client relationship manager responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.

You will build relationships with existing and new clients, coordinate specialists to fulfill the Wealth Plan, and self-acquire new business through community connections while delivering legendary client service across Huntington's business segments.

Qualifications

• Bachelor’s Degree and licenses to be obtained within 90 days of hire.
• 3+ years wealth management/financial advisory/relationship management experience with high- or ultra-high-net-worth clients.
• Familiarity with regulatory requirements; mortgage loan originator considerations if applicable.

Responsibilities

• Builds relationships with existing and new clients and coordinates specialists to fulfill the Wealth Plan, focusing on 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.
• Delivers legendary client service to retain client relationships and deepens connections across Huntington segments.

Skills

Excellent written and verbal comms

Ability to multi-task

Proven ability to build strong client

Education

Bachelor's Degree

State Life and Health Licenses to be obtained within 90 days

Job description

Huntington Private Bank is seeking a Wealth Advisor II to serve as the primary client relationship manager responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.

You will build relationships with existing and new clients, coordinate specialists to fulfill the Wealth Plan, and self-acquire new business through community connections while delivering legendary client service across Huntington's business segments.