Remote Private Wealth Strategist III

Huntington National Bank; Chicago (IL); Hybrid; USD 102,000 - 208,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Life and disability insurance

Retirement savings plan

Paid time off

Job summary

Huntington Private Bank is seeking a Wealth Strategist III to deliver intellectual capital to high net worth clients and internal advisors. You will partner on new business acquisition and deepen relationships, while developing comprehensive estate, tax, and financial plans.

The role requires leadership, exceptional communication, and the ability to guide advisors across geographies with ongoing training. Exempt status and a focus on results are emphasized.

Qualifications

• Bachelor's Degree required.
• 10+ years of financial/planning experience preferred.

Responsibilities

• Deliver Huntington Private Bank's intellectual capital to high net worth clients and internal advisors.
• Partner on new business acquisition and deepen existing relationships.
• Develop and deliver financial plans for high net worth clients (estate, tax, succession).
• Ensure solutions and advice are applied effectively and consistently.
• Ensure advisor expertise across geographies with ongoing training.
• Perform other duties as assigned.

Skills

Relationship building

Leadership

Communication

Team collaboration

Problem solving

Multi-tasking

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Financial planning software

Job description

Huntington Private Bank is seeking a Wealth Strategist III to deliver intellectual capital to high net worth clients and internal advisors. You will partner on new business acquisition and deepen relationships, while developing comprehensive estate, tax, and financial plans.

The role requires leadership, exceptional communication, and the ability to guide advisors across geographies with ongoing training. Exempt status and a focus on results are emphasized.