Private Bank Wealth Advisor III
Huntington 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:**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. #J-18808-Ljbffr
- ...A prominent financial institution is seeking a Private Bank Wealth Advisor III to manage relationships with high-net-worth clients. The role involves developing and delivering tailored Wealth Plans while securing new business through community connections. Candidates should...PrivateWork at officeRemote workFlexible hours
- ...A financial institution in Cincinnati is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver Wealth Plans. The ideal candidate will have a Bachelor's degree and over 5 years of experience in wealth management or financial...PrivateWork at officeFlexible hours
- ...Overview 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. Responsibilities Builds relationships with existing and new...PrivateWork at officeRemote workWork from homeFlexible hours
- ...Private Bank Wealth Advisor III 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:...PrivateWork at officeRemote workWork from homeFlexible hours
- 0101 The Huntington National Bank is seeking a Private Bank Wealth Advisor III based in Cincinnati, Ohio. This role is responsible for managing and developing high-net-worth clients' Wealth Plans while providing exceptional client service. The ideal candidate will have...Private
- Fifth Third Bank in Cincinnati is seeking a Wealth Management Advisor II. In this role, you will serve as a trusted advisor to Private Bank clients, managing their wealth goals and ensuring high standards of client service. Responsibilities include developing new client...Private
- ...A financial services company in Cincinnati is looking for a Private Bank Wealth Advisor II, responsible for developing and managing high-net-worth clients' Wealth Plans. Key duties include client relationship management, providing exceptional service, and acquiring new...PrivateWork at officeRemote workFlexible hours
- The Huntington National Bank is seeking a Private Bank Wealth Advisor II in Cincinnati, Ohio. This role is crucial as the primary client relationship manager responsible for developing and managing high-net-worth clients’ Wealth Plans. Key responsibilities include building...Private
$143.91k - $169.3k
...U.S. Bank Career Opportunity At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...PrivateTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$143.91k - $169.3k
U.S. Bank is seeking a PWM Private Wealth Advisor in Cincinnati, OH. This role focuses on managing high net worth client relationships and requires over 10 years of experience in wealth management. The advisor will build a team to meet client needs and is expected to drive...Private$143.91k - $169.3k
...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... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- U.S. Bancorp in Cincinnati is looking for a Private Wealth Management professional responsible for managing relationships with high net worth... ...in private wealth management and in-depth knowledge of banking products. Responsibilities include providing exceptional service...PrivateWork at office
- ...HFA Financial Advisor Senior - Branch The HFA 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...PrivateTemporary workWork at officeRemote workWork from homeFlexible hours
- ...Stock Yards Bank & Trust is seeking a Private Banking Relationship Manager in Madeira, Ohio. In this role, you will manage client relationships and provide personalized financial services. You will need a BS/BA in business or finance, along with 2 years of relevant lending...Private
- ...General Electric Credit Union is seeking a Relationship Banking Manager to lead a dedicated team delivering personalized financial services... .... The ideal candidate will have extensive experience in private banking and a proven track record in leadership. Benefits include...Private
$96k - $181k
...Street, Cincinnati Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our... ...client promise, acting as the primary client advisor, developing and implementing strategies... ...maintains an in-depth knowledge of financial wealth management services and products as well...PrivateWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern... ..., Indiana and Cincinnati, Ohio metropolitan markets. Job Title: Private Banking Relationship Manager FLSA Status: Exempt Hours of Operation...PrivateTemporary workWork at officeMonday to FridayFlexible hours
- Us Bank in Cincinnati is seeking a Private Wealth Management professional to develop and manage relationships with high-income clients. This role requires extensive experience in the financial services industry and knowledge of private banking products. The ideal candidate...PrivateWork at officeRemote work3 days per week
$98.18k - $115.5k
...Private Banker 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... ..., managing, and retaining client relationships for Wealth Banking Services. This position requires National Mortgage...PrivateTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- J.P. Morgan in Cincinnati is seeking a Private Banker to join its U.S. Private Bank. This role involves managing client relationships, providing expert financial advice, and generating new business. Candidates should have at least six years of experience in Private Banking...Private
- U.S. Bank is seeking a Private Banker in Cincinnati, Ohio, responsible for providing tailored banking services and managing established client relationships... ...should have a bachelor's degree and five years of wealth management experience. This role offers a hybrid work...Private
- ...U.S. Bank is seeking an Ascent Private Banking Associate in Cincinnati, OH. This position plays a critical role in delivering operational support and ensuring high-quality service to clients across multiple locations. The associate will manage daily banking operations...PrivateRemote work
$98.18k - $115.5k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...from Day One. Job Description The Private Banker is responsible for providing banking... ..., and retaining client relationships for Wealth Banking Services. This position requires...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...financial institution in Cincinnati is seeking a Financial Analyst III to execute complex financial analyses and drive business... ...and incentive compensation are included. This position does not support immigration sponsorship. #J-18808-Ljbffr Fifth Third Bank, N.A.
- Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career... ...as apply logical/critical thought processes. Financial Analyst III At Fifth Third, we understand the importance of recognizing our...
- ...U.S. Private Bank – Private Banker – Vice President or Executive Director We are actively looking for exceptionally talented individuals... ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning...PrivateTemporary workWork experience placementLocal area
$98.18k - $115.5k
Job Description The Private Banker is responsible for providing banking services, primarily lending, to established custodial relationships. Provides advice... ...developing, managing, and retaining client relationships for Wealth Banking Services. National Mortgage Licensing...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Private Banker Manager General Electric Credit Union is a not-for-profit, member-owned full... .... Overview The Relationship Banking Manager leads a high‑touch, member‑centric... ...deposits, loans, credit cards, and referrals (Wealth Management, Business Banking, Mortgage)....Private
- A leading financial institution in Ohio is seeking a Private Banker to manage client relationships and offer financial advice. You will leverage your expertise in investments, credit, and banking to generate new client acquisitions while ensuring an exceptional experience...Private
- ...a first‑class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial...PrivateTemporary workWork experience placementLocal area
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