Senior Private Bank Wealth Strategist for HNW Clients

0101 The Huntington National Bank

Westchester (TX)

On-site

USD 102,000 - 208,000

Full time

10 days ago

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Benefits offered by this job

Health insurance

Retirement savings plan

Paid time off

Job summary

Huntington seeks an experienced Wealth Strategist III to deliver the Private Bank's intellectual capital to high net worth clients and internal advisors. The role partners on new business acquisition and deepens existing relationships with customized estate, tax, and financial plans.

You will coordinate across geographies, ensure effective delivery of advice, and drive ongoing training for advisors. This exempt, office-based role offers a competitive compensation package and comprehensive

Qualifications

Bachelor's degree and 10+ years of financial or private wealth planning experience.
JD, CPA & CFP strongly preferred.
Excellent verbal and written communication skills.
Strong leadership with ability to influence across geographies.

Responsibilities

Deliver Huntington Private Bank's intellectual capital to high net worth clients and internal advisors.
Partner on new business acquisition and retention/deepening of existing relationships.
Develop, implement and deliver estate, tax, and financial plans to high net worth clients.
Ensure solutions are applied and delivered effectively across advisors.
Ensure advisor expertise across geographies with ongoing training.