Senior Private Bank Wealth Advisor for HNW Clients

0101 The Huntington National Bank; Beachwood (OH); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work arrangement

Office-based environment

Job summary

The Huntington Private Bank seeks a Wealth Advisor III in Beachwood, OH to serve as the primary relationship manager for high-net-worth clients, developing, delivering, and managing Wealth Plans.

You will coordinate with specialists to fulfill plans, grow assets, and provide legendary client service while ensuring compliance across Huntington's business segments.

Requires Bachelor’s degree, Life and Health licenses within 90 days, and 5+ years in wealth management or related fields.

Qualifications

• Bachelor’s Degree required.
• State Life and Health Licenses must be obtained within 90 days of hire.
• 5+ years wealth management/financial advisory/relationship management experience with high or ultra‑high net worth clients.
• Mortgage Loan Originator registration may be required under SAFE Act.

Responsibilities

• Develops and manages a Wealth Plan for high-net-worth clients.
• Builds relationships with existing and new clients and coordinates specialists.
• Self-acquires new business through community involvement.
• Delivers legendary client service to retain relationships.
• Deepens relationships across Huntington segments.
• Navigates compliance and regulatory requirements.

Skills

Relationship management

Communication skills

Multi-tasking

Client service

Education

Bachelor's Degree

Job description

The Huntington Private Bank seeks a Wealth Advisor III in Beachwood, OH to serve as the primary relationship manager for high-net-worth clients, developing, delivering, and managing Wealth Plans.

You will coordinate with specialists to fulfill plans, grow assets, and provide legendary client service while ensuring compliance across Huntington's business segments.

Requires Bachelor’s degree, Life and Health licenses within 90 days, and 5+ years in wealth management or related fields.