Private Wealth Advisor III — Lead High-Value Clients

Huntington Bancshares, Inc.; Cincinnati (OH); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A financial institution in Cincinnati is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver Wealth Plans. The ideal candidate will have a Bachelor's degree and over 5 years of experience in wealth management or financial advisory. Strong networking and communication skills are essential. This role offers an office setting with flexible work arrangements.

Qualifications

• Must have State Life and Health Licenses within 90 days of hire.
• 5+ years experience in wealth management or financial advisory for high net worth clients.

Responsibilities

• Build relationships with clients and coordinate with specialists for Wealth Plans.
• Self-generate new business through community connections.
• Provide legendary client service to retain relationships.
• Work with relationships of moderate to high complexity.

Skills

Client relationship management

Wealth management knowledge

Networking

Compliance knowledge

Communication skills

Education

Bachelor’s Degree

Job description

A financial institution in Cincinnati is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver Wealth Plans. The ideal candidate will have a Bachelor's degree and over 5 years of experience in wealth management or financial advisory. Strong networking and communication skills are essential. This role offers an office setting with flexible work arrangements.