Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Bank Wealth Strategist III

$102k - $208k

Cadence 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

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Private Bank Wealth Strategist III in Atlanta, GA vacancy
  •  ...Wealth Strategist We're looking for a seasoned and client-focused Wealth Strategist to join...  .... You'll also collaborate closely with Private Bankers and colleagues across Investment...  ...and regulatory updates. Represent the bank in community events to build visibility... 
    Private
    Full time
    Local area
    Remote work

    United Community Bank

    Atlanta, GA
    4 days ago
  •  ...next level. As a Software Engineer III at JPMorganChase within the Asset & Wealth Management, you serve as a...  ...today we are a leader in investment banking, consumer and small business banking...  ...leading investment management and private banking solutions. Asset Management... 
    Private

    JP Morgan Chase

    Atlanta, GA
    12 hours ago
  •  ...level.  As a Software Engineer III at JPMorganChase within the Asset & Wealth Management, you serve as a seasoned...  ...today we are a leader in investment banking, consumer and small business...  ...leading investment management and private banking solutions. Asset Management... 
    Private

    JPMorgan Chase & Co.

    Atlanta, GA
    15 days ago
  • Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans...  ...tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship... 
    Private

    Goldman Sachs

    Atlanta, GA
    3 days ago
  • Overview The Wealth Management Portfolio Manager is responsible for constructing and managing...  .... Additionally, this position supports Private Bankers and Trust Officers on all...  ...Good interpersonal skills to represent the bank positively in dealing with clients. Excellent... 
    Private
    Full time
    Local area
    Remote work

    United Community Bank

    Atlanta, GA
    4 days ago
  • $104.87k - $143.01k

     ...steps to safeguard and protect private and personally identifiable...  ...Procurement Sourcing Category Strategist provides day-to-day...  ...costsUtilizes the ability to execute the bank’s competitive bidding process...  .../ Consumer Banking, Wealth Management, Treasury Management... 
    Private
    Full time
    Work at office
    Flexible hours

    Regions Financial

    Atlanta, GA
    3 days ago
  •  ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-... 
    Private
    Work at office
    Work from home
    Shift work
    Day shift

    National Black MBA Association

    Atlanta, GA
    3 days ago
  • $140k - $175k

    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...  ...what you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... 
    Private
    Full time
    Work experience placement
    Local area

    US Bank

    Atlanta, GA
    3 days ago
  • $200k - $225k

     ...Private Wealth Advisor The best advisors are more than portfolio managers — they are the confidantes families turn to across generations...  ...We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform... 
    Private
    Work at office

    Lido Advisors, LLC

    Atlanta, GA
    1 day ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals...  ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an... 
    Private
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Atlanta, GA
    more than 2 months ago
  •  ...product, system or application of the Truist Wealth platform including but not limited to:...  ...degree in business, accounting, finance or banking or equivalent education and related training Five years of financial services, private banking, Brokerage or wealth management experience... 
    Private
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist

    Atlanta, GA
    4 days ago
  • $67.5k - $172.5k

     ...contribute to the company’s success. As an Underwriter III within PNC's Real Estate Banking organization, you will be based in a PNC location.The Entity...  ...entity-level real estate transactions, including private and institutional real estate funds, homebuilders, real... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Atlanta, GA
    4 days ago
  • $174.32k - $261.48k

     ...StatesSalary: $174,320.00 - $261,480.00Category: Private Client Product Services, Professional,...  ...work within the team/project.The Private Bank at Citi (CPB) is part of the...  ...traditional and alternative investments with wealth planning and private banking services to... 
    Private
    Full time
    Local area

    Citigroup

    Atlanta, GA
    4 days ago
  • $275k

     ...client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and...  ...suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment... 
    Private
    Full time
    Part time
    Bank staff
    Shift work
    Day shift

    Truist

    Atlanta, GA
    4 days ago
  • $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... 
    Private
    Local area
    Visa sponsorship

    Deloitte

    Atlanta, GA
    2 days ago
  • $200k

     ...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand...  ...that knowledge to develop tailored wealth management strategies. Private Bankers...  ...they are able to deliver quality Private Bank client relationships (solutions and services... 
    Private
    Full time

    Citigroup Inc

    Atlanta, GA
    2 days ago
  •  ...to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and...  ...referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach:... 
    Private
    Full time
    Temporary work
    Work at office

    First Horizon Bank

    Atlanta, GA
    4 days ago
  • $61k - $101k

     ...connect professionals with this Software Engineer III opportunity at J.P. Morgan Chase, within Asset & Wealth Management. You will join an agile team...  ...Management business offers investment management and private banking solutions through a global network of professionals... 
    Private
    Full time

    J.P. Morgan

    Atlanta, GA
    3 days ago
  •  ...investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,...  ...OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO... 

    JPMorgan Chase & Co.

    Redan, GA
    4 days ago
  • $109k - $224k

     ...for organizations facing crisis and transformation. We work with many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating... 
    Private
    Full time

    FTI Consulting

    Atlanta, GA
    2 days ago
  • $41 - $42 per hour

     ...Recruitments || 2X LinkedIn certified || Top Tier Consultant || Talent Strategist || Prioritizing Growth Job title : Corporate Communications...  ...ago Compliance Manager, Communications Compliance (Global Private Markets) We’re unlocking community knowledge in a new way.... 
    Private
    Contract work
    Internship
    Remote work
    Worldwide

    Dexian

    Atlanta, GA
    2 days ago
  • An esteemed financial services firm located in Atlanta, GA, seeks a Business Development Professional to support wealth management strategies for clients. Responsibilities include preparing marketing presentations, analyzing investment portfolios, and providing client... 
    Private

    Goldman Sachs

    Atlanta, GA
    1 day ago
  •  ...Job Description Job Description POSITION SUMMARY  As a key member of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations... 
    Work at office

    Oxford Financial GRP

    Atlanta, GA
    8 days ago
  • Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and maintaining accounts. The role emphasizes a client-first mindset and... 
    Private

    Morgan-Stanley

    Atlanta, GA
    4 days ago
  •  ...groups and centralized compliance groups. This supports the growing Wealth Management Business units. Wealth Management Compliance is...  ...serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in... 
    Private
    Work at office

    Goldman Sachs

    Atlanta, GA
    1 day ago
  •  ...people are our number one priority. With a wealth of learning and career development...  ...improvement engagements for Financial Services and Banking clients while overseeing the process from...  ...at a major strategy, boutique strategy, private equity or Big 4 consulting firm with... 
    Private
    H1b
    Local area

    KPMG

    Atlanta, GA
    1 day ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives...  ...Experience, including access to the full array of Private Bank and the bank's capabilities and...  ...clients’ needs, preferences, and overall wealth strategy, being responsive to changes in... 
    Private
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Atlanta, GA
    3 days ago
  • Wealth Management AssociateWealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with... 
    Private
    Work experience placement
    Local area

    Morgan Stanley

    Atlanta, GA
    2 days ago
  • About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private... 
    Private
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Atlanta, GA
    1 day ago
  • Wealth Management AnalystPOSITION SUMMARYWealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial... 
    Private
    Work experience placement
    Local area
    Work visa

    Morgan Stanley

    Atlanta, GA
    12 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Bank Wealth Strategist III. Be the first to apply!