Wealth Advisor II - Private Bank

0101 The Huntington National Bank; Flint (MI); Hybride; USD 95 000 - 160 000; Plein temps

Résumé du poste

Huntington Bank is seeking a Private Bank Wealth Advisor II to serve as the primary client relationship manager for high-net-worth clients. You will develop, deliver, and manage comprehensive Wealth Plans and coordinate with a team of specialists to optimize assets under management, loans, and deposits.

The role emphasizes proactive business development, excellent client service, and strong cross-segment collaboration within Huntington.

Qualifications

• Bachelor’s degree required.
• 3+ years in wealth management/financial advisory/sales/relationship management for high-net-worth clients.
• Licenses may be required per SAFE Act and TILA if applicable.

Responsabilités

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

Connaissances

Relationship management

Sales

Communication

Wealth management

Formation

Bachelor’s Degree

Securities license

Life insurance license

Description du poste

Description Summary

The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.

Duties and 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.

Basic Qualifications

• Bachelor’s Degree
• At least 3 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.

Preferred Qualifications

• Securities and life insurance licenses preferred but not required.
• Demonstrated success working with high-net-worth clients.
• Proven ability to build strong relationships with clients.
• Excellent written and verbal communication skills.
• Ability to multi-task.

Exempt Status

(Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes

Workplace Type

Office

Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice

Visit Huntington's Career Web Site for more details.

Reasonable Accommodations

Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to [e-mail]