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: Cincinnati, OHType: Full time
$74k - $100k
...and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client... ...and financial planning options to clients Experience in banking or financial services is preferred Bachelor's degree in...SuggestedInternshipLocal area$25 - $38.46 per hour
...Private Client Banker Location: 8601 Beechmont Avenue - Cincinnati, Ohio 45255 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...Investment Services, Private Bank, Mortgage or Business Banking....PrivateHourly payWork experience placementDay shift$25 - $38.46 per hour
...5 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private... ...Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank,...PrivateHourly payWork experience placementDay shift- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and... ...building, preserving and managing their wealth. You will use your knowledge of investments...PrivateTemporary workWork experience placementLocal area
$52.5k - $87.5k
...Acquires and expands share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue. Achieves business results... ...a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or...PrivateFull timeTemporary 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
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...education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales...Full timeTemporary workPart timeWork experience placementWork at office- ...Position Description Relationship Banker Identifying Information: LCNB National Bank Department: Retail Banking Reports To: Stephanie Lehmkuhl, Branch Manager Location: Delhi Office, 5681 Rapid Run Cincinnati, OH 45238 Status: Part-Time Hourly...Hourly payPart timeBank staffWork at officeMonday to Friday
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$20.67 - $31.25 per hour
...all area branches Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a...Hourly payFull timeWork experience placementFlexible hoursDay shift- ...education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies...Full timeTemporary workPart timeWork experience placementWork at office
$140k - $225k
...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 decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Temporary workWork experience placementLocal area3 days per week- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading...Private
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...Asset Based Lending Specialist At Bank of America, we are guided by a common purpose to help make financial lives better through... ...ABL transactions and maintaining an external referral network of private equity firms, investment banks, consultants, and direct credit lenders...PrivateWork at officeShift workDay shift$19 per hour
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