Senior Private Bank Wealth Advisor – Remote/Hybrid

0101 The Huntington National Bank

Winston-Salem (NC)

On-site

USD 110,000 - 170,000

Full time

14 days+
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Job summary

The Huntington Private Bank is seeking a Private Bank Wealth Advisor III to serve as the primary relationship manager for a high‑net‑worth client’s Wealth Plan, guiding its development, delivery, and ongoing management.

You will build durable client relationships, coordinate specialists to fulfill the plan, and actively acquire new business through community connections and centers of influence, while upholding compliance.

Qualifications

  • Bachelor’s degree required.
  • State Life and Health licenses must be obtained within 90 days of hire.
  • 5+ years wealth management/financial advisory/sales/relationship management experience with high‑net‑worth clients.
  • Possible Mortgage Loan Originator registration under SAFE Act / TILA if applicable.

Responsibilities

  • Builds relationships with existing and new clients and coordinates specialists to fulfill the client’s Wealth Plan.
  • Self‑acquires new business by being active and well connected in the community and with external centers of influence.
  • Provides legendary client service to retain client relationships.
  • Builds strong relationships across 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
Wealth management
Sales
Client service
Compliance knowledge

Education

Bachelor’s degree

Job description

The Huntington Private Bank is seeking a Private Bank Wealth Advisor III to serve as the primary relationship manager for a high‑net‑worth client’s Wealth Plan, guiding its development, delivery, and ongoing management.

You will build durable client relationships, coordinate specialists to fulfill the plan, and actively acquire new business through community connections and centers of influence, while upholding compliance.

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