Senior Wealth Strategist - Private Banking (Remote-Friendly)
$102k - $208kHuntington National Bank
- Remote job
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. 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 capital to high net worth and most clients and internal advisors. Partnering on new business acquisition and retention/deepening of existing relationships. Developing, implementing and possibly assisting in delivering business succession, transactional advisory, estate, and financial plans to high net worth clients. Ensuring solutions and advice are applied/delivered effectively and consistently. Ensuring advisors expertise across geographies with continuous training. Performs other duties as assigned. Basic Qualifications Bachelor's Degree 10+ years of (Financial, Private CPA, JD Practice) planning experience Preferred Qualifications Juris Doctorate, CPA & CFP strongly preferred Comprehensive knowledge on estate planning, tax planning, and financial planning Competency with PowerPoint, Excel, and other financial planning software Excellent verbal and written communication skills Strong leadership skills and ability to influence Ability to form strong relationships with internal and external partners Strong PC skills and Internet Skills Excellent written and verbal communication skills, including professional grammar and demeanor Ability to interact effectively with all levels across the organization Ability to thrive in a collaborative, team –oriented environment Problem solving skills/ability to handle complex issues Ability to multi-task and meet tight deadlines 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. Compensation Range $102,000 -$208,000 Annual Salary The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. #J-18808-Ljbffr Huntington National Bank
$200k - $240k
...building a relationship-oriented bank for the modern world. We... ...comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for... ...wealth planning as part of CIBC Private Wealth’s integrated wealth... ...(proportion of on-site and remote work) will be discussed at the...Remote workSeniorPrivateFull time$121.9k - $262.1k
...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover... ...with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated wealth...SeniorPrivateBank staffShift work- ...dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively... ...and estate planning and/or banking services. Proven track record... ...are singularly focused on private wealth management — disciplined... ...: 60% in office, 40% remote for most positionsPaid time off...Remote workSeniorPrivateTemporary workWork at office
$122.54k - $208.72k
SENIOR PRODUCT MANAGER - WEALTH MANAGEMENTWHAT IS THE OPPORTUNITY?Responsible for CNB's Wealth Management... ...business growth. Will support the Private Bank Wealth Management product vision and... ...Unless otherwise indicated as fully remote, reporting into a designated City National...Remote workSeniorPrivate$120k - $150k
...building a relationship-oriented bank for the modern world. We need... ....comWhat you'll be doingThe Private Wealth Audit team provides... ..., and personal banking. As a Senior Audit Manager, you'll execute... ...site, while other days will be remote.How you'll succeedAudit planning...Remote workSeniorPrivateFull timeShift work2 days per week- ...Wealth Strategist Houston, Texas;Dallas, Texas To proceed with your application... ...of age. Acknowledge ( Bank of America employees are... .... Acknowledge ( Refer a friend To proceed with your... .... Job Description: The Private Wealth Strategist, part of Merrill...PrivatePrivate practiceWork at officeWork from homeShift workDay shift
- ...Lena Drive (PA768); Town Center At Wayne (PAA57); PNC Bank Center (DE021)Salary: $13,300.00 - $271,700.00Type: Full... ...to contribute to the company’s success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be based in Lancaster, PA,...SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office
$120k - $250k
...Tamiami Trail NorthJob Family Group:Wealth Sales & ServiceProvides... ...professionals and Relationship Managers (Private Bankers, Investment... ...and best practices.Protects the Bank’s assets by adhering to all... ...serves as a specialist resource to senior leaders and stakeholders....SeniorPrivateFull timeContract workPart timeLocal areaShift work- Huntington National Bank's Private Wealth group seeks a Wealth Strategist III to deliver the firm's intellectual capital to high net worth and complex clients and internal advisors. The role partners on new business acquisition and client retention, developing and delivering...SeniorPrivate
- ...seasoned and client-focused Wealth Strategist to join our team. In this role... ...collaborate closely with Private Bankers and colleagues across... ...regulatory updates. Represent the bank in community events to build... ...This is a full-time, non-remote position FLSA Status:...Remote workPrivateFull timeLocal area
- ...BOK Financial Corporation in the US seeks a Managing Director for Private Wealth Client Services to lead a dedicated team supporting our Private Banking group and high net worth clients. You will set strategic direction and drive concierge-level service across the organization...SeniorPrivate
$130.53k - $228.38k
## Senior Wealth StrategistApplylocations: Jacksonville, FLtime type: Full timeposted on: Posted... ...asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS)... ...service. At Northern Trust, our Wealth Strategist position is a key business development...SeniorH1bLocal areaWorldwide- JPMorgan Private Client in Palo Alto seeks a Vice President Relationship Manager to grow a high-net-worth client book through... ..., collaborate closely to craft bespoke plans, and expand banking, lending, and wealth management partnerships. You will deliver the full JPMorgan...SeniorPrivate
$130.53k - $228.38k
...Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud... ...Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in...SeniorH1bLocal areaWorldwideFlexible hours- ...Canada, we're proud to be privately-owned, placing the focus on... ...ongoing reporting and support. Senior Estate Strategists leverage the extensive... ...projects within and across Wealth Management Advice & Solutions... ...implementation of Core Wealth, Banking, and Financial Planning...SeniorPrivateTemporary workWork at officeHome officeFlexible hours
$120k - $130k
...arrangement. You will receive 18 remote workdays per quarter to use... ...to be used as needed.Global Private Wealth - Americas (“GPW”) is part of... ...broker-dealers, private banks, multi-family offices and registered... ...programs (typically for more senior-level roles). We also offer a...Remote workSeniorPrivateFull timeWork at officeLocal area1 day per week- ...J.P. Morgan’s U.S. Private Bank seeks an exceptionally talented Managing Director, Private Banker to advise families on building, preserving and managing wealth. You will work with a local team and cross-market specialists to deliver holistic solutions across investments...SeniorPrivateLocal area
$160k - $220k
...sophisticated advice related to wealth transfer and philanthropic... ...will work directly with the Senior Wealth Strategist to prepare comprehensive... ...Trusts, Charitable Lead Trusts, Private Foundations, Generation-... ...manager and the leading universal bank in Switzerland. We also...PrivateFull timeFlexible hours- ...U.S. Bank's Private Wealth Management team seeks an accomplished senior professional to develop, manage, and retain high-net-worth client relationships. You will provide strategic counsel, coordinate credit and investment solutions, and help clients navigate complex financial...SeniorPrivate
- ...We're partnered with a leading global wealth management firm dedicated to serving high and... ...resources. About the Role: As a Private Wealth Advisor, you'll manage and grow relationships... ...Planning: Partner with in-house lending, banking, trust, estate, and capital markets...SeniorPrivateFull time
- ...Whitney in New Orleans seeks an experienced Private Banker to manage a high-net-worth client portfolio and deliver holistic wealth advice. You will coordinate lending,... ...This role requires a decade in private banking or wealth management, licenses in hand or obtainable...SeniorPrivate
- ...complex credit solutions to Huntington Private Bank clients partnering directly with their full... ...knowledge and experience working with wealth management clients and a sound understanding... ...community, and do their best work. Remote roles will also have the opportunity to...Remote workSeniorPrivateWork at officeWork from homeFlexible hours
$158.4k - $237.6k
...400.00 - $237,600.00Category: Private Client Coverage, Professional, WealthCompany: CitiGlobal Wealth brings together the full power... ...fields.The Wealth Advisor is a senior-level position responsible for... ...wealth planning, and private banking services to optimize client service...SeniorPrivateFull time- ...Financial Services Job Title: Senior Talent Sourcer - Banking & Wealth Job Location: Jacksonville, FL,... ...Details: 3 days onsite and 2 days remote per week Shift: Standard Working... ...professionals (5+ yrs), Experience in private banking, wealth, markets, or...Remote workSeniorPrivateHourly payFull timeTemporary workWork at officeShift work2 days per week3 days per week
- ...Senior Investment Advisor Overview: Our client is a highly established and growing wealth management platform serving High Net Worth (HNW) and... ...committed to expanding their private wealth offering and are seeking... ..., trust professionals, and banking teams. Senior...SeniorPrivateFull timeWork at office
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active... ...degree with 7+ years' experience in the wealth management industry as either a...SeniorPrivate- ...Job Purpose This is a senior role within the Wealth Management Credit team under the Risk Management Group, supporting the Private Banking and Treasures Private Client segments. The role will be responsible for complex and structured credit transactions, portfolio oversight...SeniorPrivateFull time
- ...JPMorgan Chase & Co. is seeking an experienced Private Banker to advise families on building, preserving and managing their wealth in the U.S. Private Bank. You will work with investments, financial planning, credit and banking to advise current clients and acquire...SeniorPrivateLocal area
- Citigroup Inc. in Miami, Florida seeks a senior Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions to High Net Worth professionals. You will coordinate with the dedicated team to ensure a superior client experience and contribute...SeniorPrivate
$62k - $81k
...Senior Accountant Opportunity At Aduro Advisors... ...the Venture Capital & Private Equity space. Senior Accountants... ...and reconciling all banking transactions in... ...and comfortable working remotely ~ Must be detail-oriented... ...and programs ~ Dog-friendly office in downtown...Remote workSeniorPrivateTemporary workWork at officeWork from home
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