Senior Private Bank Wealth Advisor — Hybrid

Huntington Bank; Beachwood (OH); On-site; USD 120,000 - 190,000; Full time

Job summary

Huntington Bank in Beachwood, OH seeks a Private Bank Wealth Advisor IV to manage high-net-worth client Wealth Plans, grow assets under management, and coordinate specialists to deliver tailored financial strategies.

You will leverage your decade of wealth management experience to deepen relationships, ensure regulatory compliance, and provide legendary client service while working across Huntington's private-banking and investment teams.

Qualifications

• Bachelor’s Degree.
• State Life and Health Licenses required within 90 days of hire.
• 10+ years wealth management/financial advisory/sales/relationship management experience with high-net-worth clients.

Responsibilities

• Build relationships with existing and new clients; coordinate specialists to fulfill Wealth Plan focusing on AUM, loans and deposits.
• Self-acquires new business by being active and well-connected in the community and with centers of influence.
• Provide legendary client service to retain client relationships.
• Build relationships across Huntington business segments to deepen client relationships.
• Work with relationships of moderate to high complexity and maintain regulatory compliance.
• Remain knowledgeable on key compliance and regulatory requirements.
• Perform other duties as assigned.

Skills

Relationship building

Business development

Communication

Multi-tasking

Regulatory compliance awareness

Education

Bachelor’s Degree

Tools

Securities license

Life insurance license

Mortgage loan originator license (SAFE Act)

Job description

Huntington Bank in Beachwood, OH seeks a Private Bank Wealth Advisor IV to manage high-net-worth client Wealth Plans, grow assets under management, and coordinate specialists to deliver tailored financial strategies.

You will leverage your decade of wealth management experience to deepen relationships, ensure regulatory compliance, and provide legendary client service while working across Huntington's private-banking and investment teams.