Private Bank Wealth Advisor II
The Huntington National Bank
DescriptionSummary: 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 DegreeState Life and Health Licenses required to be obtained within 90 days of hireAt 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)YesWorkplace Type:OfficeOur Approach to Office Workplace TypeCertain 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.Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.SummaryLocation: Grand Rapids, MIType: Full time
- ...Personal Banker Associate II - Northland Drive Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended...SuggestedWork experience placementWork at office
- ...Make banking a Fifth Third better®We connect great people... ...Serves as the trusted advisor and team coordinator to... ...complexity for Private Bank clients by challenging... ...articulate and achieve their wealth goals. Create steams of... ...Management Advisor II At Fifth Third, we understand...PrivateFull timeWork experience placementPrivate practiceWork at office
- ...a Relationship Banker Business Specialist within PNC's Retail Banking organization, you will be based in Grand Rapids, MI in the Grand... ...across a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or...PrivateTemporary workWork experience placementWork at office
- ...Private Banker We are actively looking for exceptionally talented... ...within J.P. Morgan's U.S. Private Bank. If you have an... ...preserving and managing their wealth. You will use your knowledge of... ...Management provides individuals, advisors and institutions with strategies...PrivateTemporary workWork experience placementLocal area
- ...HHFA Financial Advisor Senior - BranchThe HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client... ...partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their...PrivateTemporary workWork at officeRemote workWork from homeFlexible hours
- ...Judson Group is proud to partner with a respected private investment and wealth management firm in downtown Grand Rapids, MI in the search for a relationship-driven Wealth Advisor . This is an opportunity for a polished advisor to step into a highly visible role serving...Private
- ...Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career... ...Selected candidates are intended to become a Retail Personal Banker II after completing a 9 week on-boarding and education program that...Full timeWork experience placementWork at office
- ...Investment Advisor IAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will be based in Lansing, MI, Grand Rapids,...PrivateFull timeTemporary workPart timeWork experience placementWork at office
- ...our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Investment Advisor I within PNC's Private Bank organization, you will be based in Lansing, MI, Grand Rapids, MI, or Indianapolis, IN.PNC is an in-office company...PrivateFull timeTemporary workPart timeWork experience placementWork at office
$140k - $180k
...documents. Support acquisition financing real estate financing private placements and other corporate transactions. Conduct legal... ...candidates: Corporate Finance Associate Debt Finance Associate Banking & Finance Attorney Corporate Associate Attorney Commercial...PrivateFull timeWork at officeRemote work- ...Responsibilities Forest View Hospital, located just seven miles southeast of downtown Grand Rapids, Michigan, is a private 108 bed psychiatric facility that serves children, adolescents and adults. We are licensed by the State of Michigan, fully accredited by The Joint...PrivateTemporary workWork at officeLocal areaShift work
- ...Credit Union is looking for a Financial Advisor to provide comprehensive financial planning... ...principles, retirement planning, wealth accumulation, risk management, and other... ...Collaboration:Collaborate with Mortgage, Business Banking, Premier Banking, Consumer Lending, and...Weekly payFull timeTemporary workWork experience placementWork at officeRemote work
- ...Fifth Third Bank in Grand Rapids, MI is seeking a Financial Guidance Counselor to assist customers in evaluating workout options and loss mitigation within regulatory guidelines. Under supervision you will counsel customers, document interactions, and help identify solutions...
- ...fundamentals and business performance insight. The ideal candidate brings 5+ years of FP&A experience, excels in budgeting and forecasting, and has proven ability to partner with leadership to drive strategic decisions in a private equity-backed environment. #J-18808-LjbffrPrivateRemote work
- ...understanding of business and financing objectives Support a range of transactions, including commercial lending, real estate financing, private placements, and acquisition financings Qualifications J.D. 1-3 years of experience in finance, corporate, or related...PrivateTemporary workWork experience placementFlexible hours
- ...customer experience to our customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Union Bank policies. These functions range from basic to moderate in complexity. Teller I will refer customers for products and services...Contract workLocal areaFree visaShift workNight shift
- ...Float Csr/Teller - Grand Rapids Main - Full TimeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION: Provide excellent customer service...Full timeWork at office
- ...Join Mercantile Bank as a Full Time Float Teller and embark on an exciting career with endless opportunities for growth. As a key player in delivering customer-centric services, you will thrive in a vibrant and energetic environment where your problem-solving abilities...Full timeMonday to FridayFlexible hours
$76.2k - $151k
...flow models and collateral evaluations in order to identify potential credit risksEvaluate whether commercial loan requests adhere to bank policies and proceduresAnalyze and conduct systematic loan reviews of business-related credits to ascertain adequacy of credit...- ...Make banking a Fifth Third better. We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank. Float CSR/Teller - Grand Rapids Main - Full Time GENERAL FUNCTION Provide excellent customer service in all interactions. Refer...Full timeWork at office
$20 per hour
...Job Title: Team Lead Bank Janitorial Floater (High-Travel Role) Location: Grand Rapids and Lasing (Multiple Locations Daily) Shift... ...including sanitizing ATMs, teller lines, glass partitions, and private offices. Solo Operation: Work independently at various...PrivateHourly payFull timeWork at officeLocal areaLong distanceShift workNight shiftAfternoon shift- ...employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Grand Rapids, MI in the Cascade Branch. PNC is an in-office company that fosters a supportive...Full timeTemporary workPart timeWork experience placementWork at office
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee,...Full timeContract workFor contractorsWork at office- ...Personal Banker Associate IMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General Function:Selected candidates are intended to become a Retail Personal...Work experience placementWork at office
- ...General Purpose: Works with senior management, department heads, loan officers and branch staff to develop additional business for the bank across all lines of business. The primary focus will be making and servicing commercial loans while seeking to also develop all...
- ...seasonal tax professionals for our tax season. You’ll join the team at a critical time, leveraging your expertise to help support our Private Client Services (PCS)—serving privately held companies and their owners. You'll receive hourly, over-time eligible pay and the...PrivateHourly paySeasonal workRemote work
$18 per hour
...Job Title: Bank Janitorial Floater (High-Travel Role) Location: Grand Rapids/Lansing (Multiple Locations Daily) Shift: Evenings... ...including sanitizing ATMs, teller lines, glass partitions, and private offices. Solo Operation: Work independently at various locations...PrivateHourly payFull timeWork at officeLocal areaLong distanceShift workNight shiftAfternoon shift$70k - $140k
...Closing Specialist Sr. reviews and signs closing documents, ensures the loan structure and terms conform to the credit approval and bank policies, confirms requirements are in place, and identify and appropriately mitigate exceptions to facilitate smooth and timely closing...Full timeWork at officeRemote workWork from homeFlexible hours$2,560 per week
...years and was included on the Inc. 5000 list of fastest growing private companies in America, as well as the Los Angeles Business Journal... ...BLS Core Mandatory Part I Exam Core Mandatory Part II (Nursing) Exam Core Mandatory Part III Exam FL Education Attestation...PrivateDaily paidFull timeContract workImmediate startShift work$70k - $80k
...&A world in coming semesters, then bigger picture functions -- banking, audit management, CPA liaison, strategic planning, and more, as... ...paid vacation. 10 company holidays. Successful 2nd generation, private held, family owned business. Pay range is $70,000 to $80,000....PrivatePart timeFor contractorsWork at officeImmediate startFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Bank Wealth Advisor II. Be the first to apply!
- financial advisor associate Grand Rapids, MI
- financial planning associate Grand Rapids, MI
- financial consultant Grand Rapids, MI
- finance associate Grand Rapids, MI
- associate leveraged finance Grand Rapids, MI
- financial planning administrator Grand Rapids, MI
- associate corporate finance Grand Rapids, MI
- financial planner Grand Rapids, MI
- financial planning assistant Grand Rapids, MI
- financial advisor training program Grand Rapids, MI





