Private Bank Wealth Advisor IV - East Cleveland
0101 The Huntington National Bank
Description Summary: The Private Bank Wealth Advisor IV is a 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 10 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) 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. #J-18808-Ljbffr 0101 The Huntington National Bank
- DescriptionSummary:The Private Bank Wealth Advisor IV is a 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...PrivateWork at officeRemote workWork from homeFlexible hours
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Personal Banker I - Broadway Avenue, Cleveland Base salary range: $43,680.00 - $69,900.00 USD annually. Essential Duties And Responsibilities... ...in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to...Work experience placementWork at office- ...event day employee experience at Huntington Bank Field. This role translates... ...stakeholders, including integration of The Cleveland Browns guest experience standards. The Director... ...experience during both public ticketed events and private events, at every touchpoint. This...PrivateContract workPart timeFor contractors
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