Wealth Advisor II: High-Net-Worth Client Partner

Huntington National Bank; Cincinnati (OH); On-site; USD 90,000 - 115,000; Full time

Job summary

Huntington National Bank is seeking a Wealth Advisor II for the Private Bank in Cincinnati, OH. As the primary relationship manager, you will develop, deliver, and manage a high-net-worth client’s Wealth Plan, coordinating specialists to fulfill the plan and expand assets under management, loans, and deposits.

You will self-acquire new business through community connections, provide legendary client service, and collaborate across Huntington segments while maintaining regulatory compliance and

Qualifications

• Bachelor’s Degree required.
• State Life and Health Licenses must be obtained within 90 days of hire.
• 3+ years of wealth management/financial advisory/relationship management experience with high-net-worth clients.

Responsibilities

• Builds relationships with existing and new clients and coordinates specialists to fulfill the Wealth Plan.
• Self-acquires new business through community connections and external centers of influence.
• Delivers legendary client service to retain client relationships.
• Collaborates across Huntington business segments to deepen client relationships.
• Ensures knowledge of compliance and regulatory requirements; performs other duties as assigned.

Skills

Client relationship management

Wealth planning

Regulatory compliance knowledge

Multi-tasking

Communication skills

Education

Bachelor's Degree

Job description

Huntington National Bank is seeking a Wealth Advisor II for the Private Bank in Cincinnati, OH. As the primary relationship manager, you will develop, deliver, and manage a high-net-worth client’s Wealth Plan, coordinating specialists to fulfill the plan and expand assets under management, loans, and deposits.

You will self-acquire new business through community connections, provide legendary client service, and collaborate across Huntington segments while maintaining regulatory compliance and