Senior Private Bank Wealth Advisor

Huntington National Bank; Columbus (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

Huntington National Bank in Columbus, OH seeks a Wealth Advisor III to serve as the primary client relationship manager responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.

You will build strong relationships, coordinate specialists to fulfill Wealth Plans, self-source new business, provide legendary service, and collaborate across Huntington segments while ensuring regulatory compliance.

Qualifications

• Bachelor’s degree required; state Life and Health licenses to be obtained within 90 days of hire.
• At least 5 years of wealth management/financial advisory/relationship management experience for high- or ultra-high-net-worth clients.
• Note: position may be considered Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act; if applicable, registration and 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 capturing 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.
• Responsible for providing legendary client service to retain client relationships.
• Builds strong relationships across all 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

Client relationship management

Wealth management

Business development

Communication skills

Multi-tasking

Education

Bachelor’s Degree

Job description

Huntington National Bank in Columbus, OH seeks a Wealth Advisor III to serve as the primary client relationship manager responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.

You will build strong relationships, coordinate specialists to fulfill Wealth Plans, self-source new business, provide legendary service, and collaborate across Huntington segments while ensuring regulatory compliance.