Senior Private Wealth Strategist for HNW Clients

Huntington; Chicago (IL); On-site; USD 102,000 - 208,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Life and disability insurance

Retirement savings plan

Paid leave programs

Paid holidays

Paid time off (PTO)

Incentive compensation plan

Job summary

Huntington is seeking a Wealth Strategist III to deliver the bank's intellectual capital to high net worth clients and internal advisors. The role focuses on partnering on new business, developing comprehensive financial plans, and ensuring consistent, high-quality advisory delivery across geographies.

The position requires a strong track record in financial planning, leadership, and cross-team collaboration, with experience in estate and tax planning.

Qualifications

• Bachelor's degree with 10+ years of planning experience in finance, private CPA, or JD practice.
• Preferred qualifications include Juris Doctorate, CPA, and CFP.

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 implement and possibly assist in delivering estate, financial, and succession plans for high net worth clients.
• Ensure solutions and advice are applied and delivered effectively.
• Maintain advisors' expertise across geographies with ongoing training.

Skills

Verbal and written communication

Leadership

Relationship building

Time management

Education

Bachelor's degree

Juris Doctorate

CPA

CFP

Tools

PowerPoint

Excel

Financial planning software

Job description

Huntington is seeking a Wealth Strategist III to deliver the bank's intellectual capital to high net worth clients and internal advisors. The role focuses on partnering on new business, developing comprehensive financial plans, and ensuring consistent, high-quality advisory delivery across geographies.

The position requires a strong track record in financial planning, leadership, and cross-team collaboration, with experience in estate and tax planning.