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$134.28k - $164.12k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify... ...planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$143.91k - $169.3k
...PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: Cincinnati, OHtime type: Full timeposted on: Posted Todaytime... ...days left to apply)job requisition id: 2025-0013760At U.S. Bank, we’re on a journey to do our best. Helping the customers and...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Make banking a Fifth Third better® We connect great people to great... ...IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management... ...with the Wealth Management Advisor. Demonstrates highly... ...other specialists to ensure the Private Banking client experience is...PrivateWork experience placementWork at office
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...Fourth Street, Cincinnati OhioJob SummaryKey Private Bank (KPB) is dedicated to serving our... ...client promise, acting as the primary client advisor, developing and implementing strategies... ...an in-depth knowledge of financial wealth management services and products as well...PrivateFull timeWork at officeLocal areaFlexible hoursNight shift- ...Teller Retail Banker II Take the next step toward your new career today! Become a part of... ...within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan...Full timeLocal 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...PrivateTemporary workWork experience placementWork at officeShift work- ...U.S. Private Bank – Private Banker – Vice President or Executive Director We are actively looking for exceptionally talented individuals... ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning...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...PrivateTemporary workWork at officeShift work- ...Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career... ...Some travel required. #LI-TC1 Commercial Portfolio Manager II At Fifth Third, we understand the importance of recognizing our...Work at office
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$16.48 - $19.81 per hour
...and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.... ...connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community...Hourly payFull timeTemporary workLocal area- ...WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals...Private
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$118.17k - $144.43k
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... ...developing, managing, and retaining client relationships for Private Wealth Management (PWM).Basic Qualifications- Bachelor's degree, or...PrivateFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$74.8k - $130.9k
...Description:Parsons is looking for a talented Drainage Engineer II to join our team full-time to support one of the many large transformative... ...in Atlanta, GAThese high visibility Design-Build and Public Private Partnership "P3" projects and many others are career defining...PrivateFull timeWork at officeRemote workWorldwideFlexible hours$74.8k - $130.9k
...Job Description:Parsons is looking for a talented Bridge Engineer II to join our team full-time to support one of the many large... ...project in Atlanta, GAThese high-visibility Design-Build and Public Private Partnership "P3" projects and many others are career defining...PrivateFull timeWork at officeRemote workWorldwideFlexible hours$150k - $310k
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...In this role, you will support an established, high performing team of Investment Advisors across Ohio, Michigan, Illinois, Minnesota, Wisconsin, Indiana and Kentucky for PNC Private Bank Hawthorn, by collaborating with the Advisors on UHNW and Family Office clients. Success...PrivateFull timeTemporary workPart timeWork experience placementWork at office- ...Executive Assistant/Administrative Assistant II InfiniSource Consulting Solutions (ICS), a 150+ employee government contractor... ...services to meet the specific needs of our civilian, defense, and private-industry sponsor. Our corporate support processes are ISO 9001 certified...PrivateTemporary workFor contractorsWork at officeNight shift
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