Private Bank Wealth Advisor III
0101 The Huntington National Bank
Description Summary The Private Bank Wealth Advisor III 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 State Life and Health Licenses required to 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 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. 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. Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. 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 View email address on click.appcast.io 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. EEOC Disclaimer Know Your Rights CA Data Privacy CA Data Privacy Rights Tobacco Disclaimer #J-18808-Ljbffr 0101 The Huntington National Bank
- Huntington is seeking a Private Bank Wealth Advisor III to serve as the primary relationship manager for high-net-worth clients, developing and delivering comprehensive Wealth Plans. The role focuses on growing assets under management, coordinating specialists, and ensuring...Private
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At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...PrivateTemporary workWork experience placementLocal area- Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...is responsible for supporting Merrill advisors who are interested in addressing their... ...regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key...PrivateWork experience placementWork at officeWork from homeShift workDay shift
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...interested in sophisticated leveraged finance, acquisition finance, private equity finance, and other complex debt financing transactions... ...equity sponsors, portfolio companies, corporate borrowers, banks, direct lenders, and other financial institutions ~ Experience...Private$102k - $208k
Description Summary: The Wealth Strategist III is responsible for delivering Huntington Private Bank's intellectual capital to high net worth and complex clients and internal advisors. Duties and Responsibilities: Delivering The Huntington Private Bank's intellectual...PrivatePrivate practiceWork at officeRemote workWork from homeFlexible hours- ...Merrill Advisor Development Program - Financial Advisor: NY Capital... ...years of age. Acknowledge ( Bank of America employees are... ...Job Description: Merrill Wealth Management is a leading provider... ...BofA Corp.”). Bank of America Private Bank is a division of Bank of...PrivateInterim roleWork at officeLocal areaImmediate startShift workDay shift
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- ...ID: 78602 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range... ...BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...PrivatePart time
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...comprehensive solutions to our clients across the globe, in the private equity and real estate industries. For over 25 years, MUFG Capital... ...general ledger for assigned partnerships Reconciliation of bank accounts Preparation of capital calls and distributions notices...PrivateRemote workDay shift- ...application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting... ...of Bank of America Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.A. Banking products are...PrivateWork at officeFlexible hoursShift workWeekend workDay shift
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