Senior Private Wealth Advisor – High-Net-Worth

0101 The Huntington National Bank; Morgantown (WV); On-site; USD 90,000 - 150,000; Full time

Job summary

The Huntington Private Bank is seeking a Wealth Advisor III to serve as the primary relationship manager for high-net-worth clients, developing and delivering comprehensive Wealth Plans. You will coordinate specialists to fulfill plans and grow assets under management while maintaining exceptional client service.

Ideal candidates bring 5+ years in wealth management or related fields, a Bachelor’s degree, and relevant licenses, with the ability to operate in a regulated, multi-segment banking

Qualifications

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

Responsibilities

• Develop, deliver, and manage a Wealth Plan for high-net-worth clients.
• Build and deepen client relationships across Huntington business segments.
• Coordinate specialists to fulfill Wealth Plans and capture AUM, loans, and deposits.
• Self-acquire new business by leveraging community connections and centers of influence.
• Ensure legendary client service and regulatory compliance in all activities.

Skills

Relationship management

Financial advisory

Regulatory knowledge

Communication skills

Education

Bachelor’s Degree

Tools

Securities licenses

Life insurance licenses

Job description

The Huntington Private Bank is seeking a Wealth Advisor III to serve as the primary relationship manager for high-net-worth clients, developing and delivering comprehensive Wealth Plans. You will coordinate specialists to fulfill plans and grow assets under management while maintaining exceptional client service.

Ideal candidates bring 5+ years in wealth management or related fields, a Bachelor’s degree, and relevant licenses, with the ability to operate in a regulated, multi-segment banking