Senior Private Wealth Strategist for HNW Clients | Remote

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

Benefits offered by this job

Health insurance

Retirement plan

Disability insurance

Paid time off

Job summary

Huntington National Bank seeks a Wealth Strategist III to deliver sophisticated financial planning to high net worth clients and internal advisors. The role partners on acquisition, retention, and deepening relationships while coordinating estate, tax, and financial planning with cross‑functional teams.

Ideal candidates bring 10+ years in financial planning and strong leadership, communication, and relationship-building abilities to guide complex strategies and multi‑geography execution.

Qualifications

• Bachelor's degree required with 10+ years of financial planning experience.
• Proven ability to deliver complex financial planning to high net worth clients.
• Strong communication and leadership skills required.

Responsibilities

• Deliver Huntington Private Bank's intellectual capital to high net worth clients and internal advisors.
• Partner on new business development and deepen existing relationships.
• Develop and deliver estate, tax, and financial plans for high net worth clients.
• Ensure solutions are applied consistently and accurately.
• Provide ongoing coaching to advisors across geographies.

Skills

Financial planning

Leadership

Relationship building

Communication

Strategic thinking

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Job description

Huntington National Bank seeks a Wealth Strategist III to deliver sophisticated financial planning to high net worth clients and internal advisors. The role partners on acquisition, retention, and deepening relationships while coordinating estate, tax, and financial planning with cross‑functional teams.

Ideal candidates bring 10+ years in financial planning and strong leadership, communication, and relationship-building abilities to guide complex strategies and multi‑geography execution.