Private Bank Wealth Strategist III
$102k - $208kThe Huntington National Bank
DescriptionSummary: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 Degree10+ years of (Financial, Private CPA, JD Practice) planning experiencePreferred Qualifications:Juris Doctorate, CPA & CFP strongly preferredComprehensive knowledge on estate planning, tax planning, and financial planningCompetency with PowerPoint, Excel, and other financial planning softwareExcellent verbal and written communication skillsStrong leadership skills and ability to influenceAbility to form strong relationships with internal and external partnersStrong PC skills and Internet SkillsExcellent written and verbal communication skills, including professional grammar and demeanorAbility to interact effectively with all levels across the organizationAbility to thrive in a collaborative, team –oriented environmentProblem solving skills/ability to handle complex issuesAbility to multi-task and meet tight deadlinesExempt 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.Compensation Range:$102,000 -$208,000The 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.SummaryLocation: Dallas, TX; Atlanta, GA; Columbus, OH; Cincinnati, OH; Chicago, IL; Detroit, MIType: Full time
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...Summary:As a Treasury Management Advisor III - International, you will play a pivotal role... ...management business at Huntington Bank. You will deliver sophisticated treasury solutions... ...$500 million and above, encompassing both private and public entities across a national...PrivateFull timeWork at officeRemote workWork from homeFlexible hours- Waldron Private Wealth (Waldron) is looking for a Multi-Family Office Strategist to partner with senior department members to create processes and help drive Wealth Planning Services for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets > $5...PrivateWork at office
$171.6k - $338.3k
...services to corporate strategic buyers and private equity investors And succeeding in today’... ...purchase agreements, merger agreements, bank finance agreements, and public debt... ...their customers. Our clients include asset, wealth, and investment advisers and administrators...PrivateLocal areaVisa sponsorship- ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book...
- ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book...
$75k - $120k
...client relationships and may develop new trust and wealth-management business. This community bank is seeking an experienced Trust Officer to join their... ..., and collaboration with commercial lenders, private bankers, and wealth-management professionals....Private- First Merchants Bank is seeking a Director, Small Business Sales & Strategy to join our team! This position is responsible for developing... ...with Treasury Management, Commercial Banking, Private Wealth, Marketing, and other business lines to deliver comprehensive...PrivateFull timeFlexible hours
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- ...Industry Financial Services Type Privately Held, Private Equity-backed Founded... ...Technology & Services Technology Banking Lending Services Credit Specialties... ...in SEC, investment adviser, and wealth management regulations, and a proven track...Private
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- ...President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform.... ...alternative investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for...Private
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- ...Job Description Job Description First Merchants Bank is seeking a Banking Center Manager to join our team! This position will... ...business and consumer banking functions including deposits, lending, Private Wealth, brokerage, merchant processing, treasury management, etc....PrivateBank staffFlexible hours
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- ...infrastructure and energy innovation. Industry Utilities Type Privately Held, Private Equity-backed About the Role The Company is... ...will also be responsible for managing lender, investor, and banking relationships, as well as partnering with the executive...Private
- ...Rewards advisory practice, our team partners with mid‑market and private equity-backed organizations to design benefits strategies that... ...we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what...PrivateFlexible hours
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$70k - $140k
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...underwriting and project management of LIHTC fund investments with the bank’s syndicator partners. The individual will also help manage... ...underwriting. Review and comment on fund documents including private placement memorandums and subscription documents. Own, manage and...PrivateFull timeWork at officeRemote workWork from homeFlexible hours- Waldron Private Wealth (Waldron) is looking for a Managing Director - Wealth Advisory to lead the performance, development, and service delivery... ...required. Specific experience in the RIA and/or Private Bank channel advising high-net-worth and ultra-high-net-worth client...PrivateFull time
$250k - $300k
...Position. Finding Clients The Human… Chief Financial Officer – CFO – Private Equity & Multi-location Experience – 10 + Years Experience... ...& Cash Management: Manage the company’s capital structure, banking relationships, and liquidity to support operations and investment...PrivateFull time- ...integrated business solutions Industry Insurance Type Privately Held, Private Equity-backed Founded 1969 Employees 10,... ...Services Insurance Other Biz Services Services Banking Risk Management Specialties claims management risk...Private
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