Senior Private Bank Wealth Advisor II (Hybrid/Remote)

Huntington National Bank; Chicago (IL); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Life insurance

Disability insurance

Retirement savings plan

Paid leave

Paid holidays

PTO

Job summary

The Huntington Private Bank seeks a Private Bank Wealth Advisor II to act as the primary client relationship manager, developing, delivering, and managing a high-net-worth client’s Wealth Plan.

This role focuses on building client relationships, coordinating specialists, and delivering legendary service while growing assets under management and deposits in a compliant, community-connected manner.

Qualifications

• Bachelor’s Degree required.
• 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.

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

Relationship management

Compliance knowledge

Community networking

Communication skills

Education

Bachelor’s Degree

Job description

The Huntington Private Bank seeks a Private Bank Wealth Advisor II to act as the primary client relationship manager, developing, delivering, and managing a high-net-worth client’s Wealth Plan.

This role focuses on building client relationships, coordinating specialists, and delivering legendary service while growing assets under management and deposits in a compliant, community-connected manner.