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Private Bank Wealth Advisor II

0101 The Huntington National Bank

Overview 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. 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. Provides 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 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) Workplace Type Office. 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. Equal Opportunity Employer Huntington is an Equal Opportunity Employer. Tobacco‑Free Hiring Practice Visit Huntington’s Career Web Site for more details. #J-18808-Ljbffr 0101 The Huntington National Bank

Vacancy posted more than 2 months ago

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