Senior Private Wealth Advisor for HNW Clients

0101 The Huntington National Bank; Atlanta (GA); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Huntington Private Bank is seeking a 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. You will build and deepen relationships, coordinate specialists, and proactively grow assets under management, loans, and deposits.

You will actively acquire new business through community connections and external centers of influence, while delivering legendary service to retain client

Qualifications

• Bachelor’s degree required.
• Licenses: State Life and Health licenses to be obtained within 90 days of hire (if applicable).
• Minimum 5 years of wealth management/financial advisory/relationship management experience with 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 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

Excellent communication skills

Multi-tasking

Relationship management

High net worth client experience

Education

Bachelor’s Degree

State Life and Health Licenses (to be obtained within 90 days of hire)

Job description

Huntington Private Bank is seeking a 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. You will build and deepen relationships, coordinate specialists, and proactively grow assets under management, loans, and deposits.

You will actively acquire new business through community connections and external centers of influence, while delivering legendary service to retain client