Senior Wealth Advisor for High Net Worth Clients | Remote

Huntington National Bank; North Carolina; Hybrid; USD 90,000 - 150,000; Full time

Job summary

Huntington National Bank is seeking a Wealth Advisor III to serve as the primary client relationship manager in Huntington Private Bank. You will develop and manage comprehensive Wealth Plans for high-net-worth clients, coordinating specialists to fulfill their financial goals.

You will build strong relationships across Huntington’s segments, actively acquire new business, and provide exceptional service while ensuring compliance with regulatory requirements.

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 for high or ultra-high net worth clients.

Responsibilities

• Develop, deliver, and manage a Wealth Plan for high-net-worth clients.
• Build and deepen client relationships across Huntington business segments to grow assets under management, loans, and deposits.
• Self-acquire new business by being active in the community and with external centers of influence.
• Provide legendary client service to retain relationships.
• Coordinate with specialists to fulfill Wealth Plans and ensure regulatory compliance.

Education

Bachelor’s Degree

State Life and Health Licenses (within 90 days)

Job description

Huntington National Bank is seeking a Wealth Advisor III to serve as the primary client relationship manager in Huntington Private Bank. You will develop and manage comprehensive Wealth Plans for high-net-worth clients, coordinating specialists to fulfill their financial goals.

You will build strong relationships across Huntington’s segments, actively acquire new business, and provide exceptional service while ensuring compliance with regulatory requirements.