Remote Private Bank Wealth Advisor II

Huntington Wealth Management; Flint (MI); Hybrid; USD 100,000 - 140,000; Full time

Job summary

Huntington Private Bank in Michigan seeks a Wealth Advisor II to act as the primary client relationship manager, developing and delivering a comprehensive Wealth Plan for high-net-worth clients.

The role involves coordinating specialists, acquiring new business, and providing exceptional service while navigating regulatory requirements. Office-based with opportunities for flexible work arrangements.

Qualifications

• Bachelor’s degree required; 3+ years wealth management/relationship management experience
• Experience with high- or ultra-high-net-worth clients
• Licensing: Securities and Life Insurance licenses preferred but not 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 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.
• Provides 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.
• Performs other duties as assigned.

Skills

Relationship management

Communication skills

Networking

Financial advisory

Education

Bachelor’s Degree

Job description

Huntington Private Bank in Michigan seeks a Wealth Advisor II to act as the primary client relationship manager, developing and delivering a comprehensive Wealth Plan for high-net-worth clients.

The role involves coordinating specialists, acquiring new business, and providing exceptional service while navigating regulatory requirements. Office-based with opportunities for flexible work arrangements.