Senior Private Banking Wealth Advisor - Remote-Eligible

Huntington Bancshares, Inc.

Saint Paul (MN)

Hybrid

USD 110,000 - 190,000

Full time

5 days ago
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Job summary

Huntington Bancshares, Inc. seeks a Private Bank Wealth Advisor III to serve as the primary client relationship manager responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.

The role focuses on asset capture, loans and deposits, and coordinating specialists to fulfill client goals. The ideal candidate has at least five years in wealth management or related fields, with licenses to be obtained within 90 days, and a track record of building strong client

Qualifications

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

Client relationship management
Communication skills
Networking
Multi-tasking

Education

Bachelor's Degree
State Life and Health Licenses

Job description

Huntington Bancshares, Inc. seeks a Private Bank Wealth Advisor III to serve as the primary client relationship manager responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.

The role focuses on asset capture, loans and deposits, and coordinating specialists to fulfill client goals. The ideal candidate has at least five years in wealth management or related fields, with licenses to be obtained within 90 days, and a track record of building strong client

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