Remote Private Bank Wealth Advisor II | HNW Growth

Huntington Bank; Traverse City (MI); On-site; USD 90,000 - 120,000; Full time

Job summary

Huntington Bank is seeking a Private Bank Wealth Advisor II to act as the primary relationship manager for high-net-worth clients, developing, delivering, and managing sophisticated Wealth Plans.

You will build relationships with existing and new clients, coordinate specialists to fulfill Wealth Plans, and actively grow assets under management, loans, and deposits through community engagement and external centers of influence.

Qualifications

• Bachelor’s degree required.
• State Life and Health Licenses must be obtained within 90 days of hire.
• At least 3 years of wealth management/financial advisory/relationship management experience for high or ultra-high net worth clients.

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 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

Wealth management

Sales

Communication

Education

Bachelor’s Degree

Job description

Huntington Bank is seeking a Private Bank Wealth Advisor II to act as the primary relationship manager for high-net-worth clients, developing, delivering, and managing sophisticated Wealth Plans.

You will build relationships with existing and new clients, coordinate specialists to fulfill Wealth Plans, and actively grow assets under management, loans, and deposits through community engagement and external centers of influence.