Senior Private Wealth Strategist for High Net Worth Clients

Huntington National Bank; Cincinnati (OH); Hybrid; USD 102,000 - 208,000; Full time

Job summary

Huntington National Bank seeks a Wealth Strategist III to deliver the bank's intellectual capital to high net worth and complex clients through internal advisory teams. The role partners on new business and deepens client relationships by delivering estate, tax, and financial planning solutions.

Responsibilities include leading on business succession, ensuring consistent delivery of advisory services, and training advisors while collaborating across geographies.

Qualifications

• Bachelor's Degree required.
• 10+ years of financial, private CPA, or JD planning experience.
• JD/CPA/CFP strongly preferred; estate, tax, and financial planning knowledge.
• Excellent written and verbal communication skills.
• Strong leadership and relationship-building abilities.
• Proficient with PowerPoint, Excel, and financial planning software.
• Ability to collaborate with internal and external partners.
• Ability to multi-task and meet tight deadlines.

Responsibilities

• Deliver Huntington Private Bank's intellectual capital to high net worth clients and internal advisors.
• Partner on new business acquisition and retention/deepening of relationships.
• Develop and assist in delivering business succession, transactional advisory, estate, and financial plans for high net worth clients.
• Ensure solutions and advice are applied and delivered effectively across geographies.
• Maintain advisor expertise across geographies with continuous training.
• Perform other duties as assigned.

Skills

Verbal communication

Written communication

Leadership

Relationship building

Problem solving

Time management

Education

Juris Doctorate (JD)

CPA certification

CFP certification

Bachelor's degree

Tools

PowerPoint

Excel

Financial planning software

Job description

Huntington National Bank seeks a Wealth Strategist III to deliver the bank's intellectual capital to high net worth and complex clients through internal advisory teams. The role partners on new business and deepens client relationships by delivering estate, tax, and financial planning solutions.

Responsibilities include leading on business succession, ensuring consistent delivery of advisory services, and training advisors while collaborating across geographies.