Remote-Eligible Private Bank Wealth Advisor III

Huntington National Bank; Atlanta (GA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Huntington National Bank is seeking a Private Bank Wealth Advisor III to serve as the primary client relationship manager within the Huntington Private Bank. You will develop, deliver, and manage a high-net-worth client’s Wealth Plan and collaborate with investment, lending and advisory teams.

The role emphasizes relationship-building, community involvement for new business, and compliance with regulatory standards to ensure exceptional service and growth of assets under management.

Qualifications

• Bachelor’s degree required.
• State Life and Health Licenses required to be obtained within 90 days of hire.
• At least 5 years of wealth management/financial advisory/sales/relationship management experience with high or ultra-high net worth clients.
• Note: may be considered Mortgage Loan Originator under SAFE Act; if applicable, registration and additional qualifications required.

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 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.
• Provide legendary client service to retain client relationships.
• Builds strong relationships across Huntington business segments to deepen client relationships.
• Works with relationships of moderate to high complexity.
• Knowledgeable on key compliance and regulatory requirements.

Education

Bachelor’s Degree

Tools

Life & Health Licenses

Job description

Huntington National Bank is seeking a Private Bank Wealth Advisor III to serve as the primary client relationship manager within the Huntington Private Bank. You will develop, deliver, and manage a high-net-worth client’s Wealth Plan and collaborate with investment, lending and advisory teams.

The role emphasizes relationship-building, community involvement for new business, and compliance with regulatory standards to ensure exceptional service and growth of assets under management.