Senior Wealth Advisor for High-Net-Worth Clients

Huntington Bancshares, Inc.; Columbus (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

Huntington Private Bank is seeking a Wealth Advisor III to serve as the primary client relationship manager responsible for developing, delivering, and managing a Wealth Plan for high-net-worth clients.

You will build relationships with existing and new clients, coordinate specialists, and focus on assets under management, loans, and deposits while delivering legendary client service. Regulatory knowledge and a track record with high net worth clients are valued.

Qualifications

• Bachelor’s Degree required.
• 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.

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.

Skills

Relationship management

Financial advisory

Sales

Compliance awareness

Education

Bachelor’s Degree

Job description

Huntington Private Bank is seeking a Wealth Advisor III to serve as the primary client relationship manager responsible for developing, delivering, and managing a Wealth Plan for high-net-worth clients.

You will build relationships with existing and new clients, coordinate specialists, and focus on assets under management, loans, and deposits while delivering legendary client service. Regulatory knowledge and a track record with high net worth clients are valued.