Wealth Advisor II — Remote for High-Net-Worth Clients

Huntington National Bank; Flint (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

The Huntington Private Bank in Flint, MI is seeking a Private Bank Wealth Advisor II to serve as the primary client relationship manager, developing, delivering, and managing a Wealth Plan for high-net-worth clients. You will coordinate specialists to fulfill the plan with a strong focus on assets under management, loans, and deposits, while delivering legendary client service.

You will actively grow new business through community involvement and build deep relationships across Huntington

Qualifications

• Bachelor’s Degree required.
• 3+ years of wealth management/financial advisory/sales/relationship management experience for high or ultra-high net worth clients.
• If applicable, registration and qualifications for Mortgage Loan Originator/Loan Originator under SAFE Act/TILA may be required.

Responsibilities

• Builds relationships with existing and new clients and coordinates specialists to fulfill the Wealth Plan with focus on 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.
• 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.
• Adheres to key compliance and regulatory requirements.
• Performs other duties as assigned.

Skills

Relationship management

Sales experience

Communication skills

Multi-tasking

Education

Bachelor’s Degree

Job description

The Huntington Private Bank in Flint, MI is seeking a Private Bank Wealth Advisor II to serve as the primary client relationship manager, developing, delivering, and managing a Wealth Plan for high-net-worth clients. You will coordinate specialists to fulfill the plan with a strong focus on assets under management, loans, and deposits, while delivering legendary client service.

You will actively grow new business through community involvement and build deep relationships across Huntington