Senior Private Wealth Advisor – High-Net-Worth Planning

Huntington National Bank; Beachwood (OH); Hybrid; USD 95,000 - 140,000; Full time

Benefits offered by this job

Flexible work arrangements

Equal opportunity employer

Job summary

Huntington National Bank seeks a Private Bank Wealth Advisor III to serve as the primary client relationship manager within the Huntington Private Bank, responsible for developing, delivering, and managing a wealth plan for high-net-worth clients. The role involves coordinating specialists and driving assets under management, loans, and deposits.

The ideal candidate has 5+ years in wealth management or related fields, possesses securities and life insurance licenses or the ability to obtain

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/relationship management experience with high- or ultra-high-net-worth clients.

Responsibilities

• Builds relationships with existing and new clients and coordinates specialists to fulfill the Wealth Plan.
• Self-acquires new business by being active in the community and with 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.
• Ensures compliance with applicable regulatory requirements.

Skills

Relationship management

Financial advisory

Sales

Education

Bachelor’s Degree

Tools

Securities license

Life insurance license

Job description

Summary:

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.

Description

Summary:

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.

Duties And Responsibilities

• Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
• 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.
  
  
  

Basic Qualifications

• Bachelor’s Degree
• State Life and Health Licenses required to be obtained within 90 days of hire
• At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
• NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
  
  
  

Preferred Qualifications

• Securities and life insurance licenses.
• Demonstrated success working with high net worth clients.
• Proven ability to build strong relationships with clients.
• Excellent written and verbal communication skills.
• Ability to multi-task.
  
  
  

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.