Strategic Wealth Advisor for High-Net-Worth Clients

Huntington Bank; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Huntington Bank is seeking a Private Bank Wealth Advisor III in Dallas to manage a high-net-worth client Wealth Plan, develop new business, and coordinate specialists to deliver a comprehensive wealth strategy. The role emphasizes asset growth, loans, and deposits while maintaining top-tier client service.

The ideal candidate has 5+ years of wealth management experience and holds state Life and Health licenses to be obtained within 90 days of hire.

Qualifications

• Bachelor’s degree required; state Life and Health licenses must 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 for high or ultra-high net worth clients.

Responsibilities

• Builds relationships with existing and new clients and coordinates with specialists to fulfill the client’s Wealth Plan.
• Self-acquires new business by being active and well connected in the community and with external centers of influence.
• Provides legendary client service to retain client relationships and deepen relationships across Huntington business segments.
• Works with relationships of moderate to high complexity and ensures compliance with regulatory requirements.

Skills

Communication skills

Relationship management

Multi-tasking

High net worth client experience

Education

Bachelor's Degree

Job description

Huntington Bank is seeking a Private Bank Wealth Advisor III in Dallas to manage a high-net-worth client Wealth Plan, develop new business, and coordinate specialists to deliver a comprehensive wealth strategy. The role emphasizes asset growth, loans, and deposits while maintaining top-tier client service.

The ideal candidate has 5+ years of wealth management experience and holds state Life and Health licenses to be obtained within 90 days of hire.