Wealth Advisor II - Private Bank

Huntington Bancshares, Inc.; Flint (MI); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Huntington Bancshares, Inc. in the United States seeks a Private Bank Wealth Advisor II to serve as the primary client relationship manager, developing, delivering, and managing a high-net-worth client’s Wealth Plan.

You will build relationships with clients, coordinate specialists, and focus on assets under management, loans, and deposits while delivering legendary service. The role requires experience in wealth management and compliance awareness.

Qualifications

• Bachelor’s degree required.
• 3+ years in wealth management/financial advisory/sales/relationship management for high or ultra-high net worth clients.
• Licensing may apply under SAFE Act and TILA if applicable.

Responsibilities

• Builds relationships with existing and new clients and coordinates specialists to fulfill Wealth Plan, focusing on assets under management, loans, and deposits.
• 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.
• Performs other duties as assigned.

Skills

Relationship management

Wealth management

Sales

Communication skills

Education

Bachelor’s Degree

Job description

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.

#privatebank

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type:

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.