Remote Private Bank Wealth Advisor II

0101 The Huntington National Bank; Grand Rapids (MI); On-site; USD 85,000 - 125,000; Full time

Job summary

Huntington Private Bank seeks a Wealth Advisor II to serve as the primary client relationship manager, developing, delivering, and managing a high-net-worth client’s Wealth Plan.

The role focuses on capturing assets under management, loans, and deposits while expanding relationships across Huntington’s business segments. Strong communication and community ties are essential for success.

Qualifications

• Bachelor’s Degree required; Life and Health licenses must be obtained within 90 days.
• At least 3 years in wealth management/financial advisory/sales/relationship management for high or ultra-high net worth clients.
• Securities and life insurance licenses preferred but not required.

Responsibilities

• Builds relationships with existing and new clients and coordinates specialists to fulfill the client’s Wealth Plan.
• 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.

Skills

Communication skills

Relationship management

Multi-tasking

Sales experience

Regulatory knowledge

Education

Bachelor’s Degree

State Life and Health Licenses (required within 90 days)

Job description

Huntington Private Bank seeks a Wealth Advisor II to serve as the primary client relationship manager, developing, delivering, and managing a high-net-worth client’s Wealth Plan.

The role focuses on capturing assets under management, loans, and deposits while expanding relationships across Huntington’s business segments. Strong communication and community ties are essential for success.