Senior Private Bank Wealth Advisor - High-Net-Worth Growth

0101 The Huntington National Bank; Cincinnati (OH); On-site; USD 110,000 - 180,000; Full time

Job summary

Huntington Private Bank seeks a Wealth Advisor II to lead client relationships, develop, deliver, and manage a high-net-worth client’s Wealth Plan. You will coordinate specialists to fulfill the plan, with emphasis on assets under management, loans, and deposits, while actively self-acquiring new business in the community.

The role requires building strong relationships across Huntington segments, handling moderate to high complexity, and complying with regulatory requirements.

Qualifications

• Bachelor’s Degree. State Life and Health Licenses must be obtained within 90 days of hire.
• At least 3 years of wealth management/financial advisory/sales/relationship management experience for high-net-worth clients.
• May be considered Mortgage Loan Originator under SAFE Act and Loan Originator under TILA; registration may be required.

Responsibilities

• Builds relationships with existing and new clients and coordinates specialists to fulfill Wealth Plan.
• Focus on capturing assets under management, loans, and deposits.
• Self-acquires new business by being active and well connected in the community.
• Provide legendary client service to retain client relationships.

Skills

Wealth management

Relationship management

Sales

Communication

Banking knowledge

Education

Bachelor's degree

Job description

Huntington Private Bank seeks a Wealth Advisor II to lead client relationships, develop, deliver, and manage a high-net-worth client’s Wealth Plan. You will coordinate specialists to fulfill the plan, with emphasis on assets under management, loans, and deposits, while actively self-acquiring new business in the community.

The role requires building strong relationships across Huntington segments, handling moderate to high complexity, and complying with regulatory requirements.