Senior Private Wealth Strategist

Huntington National Bank; Atlanta (GA); On-site; USD 102,000 - 208,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Paid time off (PTO)

Paid holidays

Job summary

Huntington Private Bank seeks a Wealth Strategist III to deliver the bank's intellectual capital to high net worth clients and internal advisors.

This role partners on new business and deepens existing relationships, developing and delivering comprehensive estate, tax, and financial plans.

Qualifications

• Bachelor's Degree required.
• 10+ years of financial planning experience.
• Excellent verbal and written communication skills.
• Strong leadership and relationship-building abilities.
• Ability to form strong relationships with internal and external partners.

Responsibilities

• Deliver Huntington Private Bank's intellectual capital to high net worth clients and internal advisors.
• Partner on new business acquisition and retention of existing relationships.
• Develop and deliver estate, tax, and financial plans for high net worth clients.
• Ensure solutions are applied and delivered effectively.
• Provide cross-geography training and leadership.

Skills

Leadership

Communication

Relationship building

Problem solving

Multi-tasking

Education

Bachelor's Degree

Juris Doctorate

CPA

CFP

Tools

PowerPoint

Excel

Financial planning software

Job description

Description

Summary:

The Wealth Strategist III is responsible for delivering Huntington Private Bank's intellectual capital to high net worth and complex clients and internal advisors.

Duties and Responsibilities:

• Delivering The Huntington Private Bank's intellectual capital to high net worth and most clients and internal advisors.

• Partnering on new business acquisition and retention/deepening of existing relationships.

• Developing, implementing and possibly assisting in delivering business succession, transactional advisory, estate, and financial plans to high net worth clients.

• Ensuring solutions and advice are applied/delivered effectively and consistently.

• Ensuring advisors expertise across geographies with continuous training.

• Performs other duties as assigned.

Basic Qualifications:

• Bachelor's Degree

• 10+ years of (Financial, Private CPA, JD Practice) planning experience

Preferred Qualifications:

• Juris Doctorate, CPA & CFP strongly preferred

• Comprehensive knowledge on estate planning, tax planning, and financial planning

• Competency with PowerPoint, Excel, and other financial planning software

• Excellent verbal and written communication skills

• Strong leadership skills and ability to influence

• Ability to form strong relationships with internal and external partners

• Strong PC skills and Internet Skills

• Excellent written and verbal communication skills, including professional grammar and demeanor

• Ability to interact effectively with all levels across the organization

• Ability to thrive in a collaborative, team –oriented environment

• Problem solving skills/ability to handle complex issues

• Ability to multi-task and meet tight deadlines

  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.

Compensation Range:

$102,000 -$208,000 Annual Salary

The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

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

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