Senior Private Banking Wealth Advisor (HNWI)

Huntington; Northern (KY); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Paid time off

Paid holidays

Job summary

Huntington Private Bank seeks a Wealth Advisor III to manage high-net-worth client relationships, develop Wealth Plans, and coordinate specialists to deliver comprehensive wealth strategies.

The role emphasizes expanding assets under management, loans, and deposits with exemplary client service, strong compliance knowledge, and the ability to cultivate referrals in a multi-segment banking environment.

Qualifications

• Bachelor’s Degree required.
• State Life and Health Licenses must be obtained within 90 days of hire.
• At least 5 years of wealth management/financial advisory/sales/relationship management experience for high or ultra-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.
• 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.

Skills

Relationship management

Wealth management

Sales

Regulatory compliance

Education

Bachelor's degree

Job description

Huntington Private Bank seeks a Wealth Advisor III to manage high-net-worth client relationships, develop Wealth Plans, and coordinate specialists to deliver comprehensive wealth strategies.

The role emphasizes expanding assets under management, loans, and deposits with exemplary client service, strong compliance knowledge, and the ability to cultivate referrals in a multi-segment banking environment.