Private Bank Wealth Advisor III
Huntington Bancshares, Inc.
Overview The Private Bank Wealth Advisor III 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. 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 Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 5 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. 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) or No (eligible for overtime pay) as applicable. Workplace 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. 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. #J-18808-Ljbffr Huntington Bancshares, Inc.
- ...Private Bank Wealth Advisor III The Private Bank Wealth Advisor III 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:...PrivateWork at officeRemote workWork from homeFlexible hours
- A prominent financial institution is seeking a Private Bank Wealth Advisor III to manage relationships with high-net-worth clients. The role involves developing and delivering tailored Wealth Plans while securing new business through community connections. Candidates should...PrivateWork at officeRemote workFlexible hours
- A financial institution in Cincinnati is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver Wealth Plans. The ideal candidate will have a Bachelor's degree and over 5 years of experience in wealth management or financial...PrivateWork at officeFlexible hours
- Fifth Third Bank in Cincinnati is seeking a Wealth Management Advisor II. In this role, you will serve as a trusted advisor to Private Bank clients, managing their wealth goals and ensuring high standards of client service. Responsibilities include developing new client...Private
$143.91k - $169.3k
...U.S. Bank Career Opportunity At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...PrivateTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$143.91k - $169.3k
U.S. Bank is seeking a PWM Private Wealth Advisor in Cincinnati, OH. This role focuses on managing high net worth client relationships and requires over 10 years of experience in wealth management. The advisor will build a team to meet client needs and is expected to drive...Private- A financial services company in Cincinnati is looking for a Private Bank Wealth Advisor II, responsible for developing and managing high-net-worth clients' Wealth Plans. Key duties include client relationship management, providing exceptional service, and acquiring new...PrivateRemote jobWork at officeFlexible hours
$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$96k - $181k
...Street, Cincinnati Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our... ...client promise, acting as the primary client advisor, developing and implementing strategies... ...maintains an in-depth knowledge of financial wealth management services and products as well...PrivateWork experience placementWork at officeLocal areaFlexible hoursNight shift- General Electric Credit Union is seeking a Relationship Banking Manager to lead a dedicated team delivering personalized financial services... .... The ideal candidate will have extensive experience in private banking and a proven track record in leadership. Benefits include...Private
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- ...a first‑class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial...PrivateTemporary workWork experience placementLocal area
- ...Financial Risk Analyst III General Summary: Provides intermediate level financial, quantitative, and market risk analyses... ...applications, and subsidiary systems in support of the Bank's financial risk management. Participates in the use and maintenance...Temporary workBank staff
- ...Wealth And Investment Portfolio Manager III Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III. Duties... ...more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the...Work at officeRemote workWork from homeFlexible hours
- ...support for all Fort Washington Investment Advisors departments. Position handles client... ...also perform operational aspects of the Private Equity Funds of Funds. Position prepares... ...Committee meetings. Interacts regularly with bank and broker personnel regarding client accounts...PrivateWork at office
- ...independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal lending limit.... ...and external client interaction. Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective...Temporary workWork experience placement
$66.64k - $78.4k
...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... ...you excel at-all from Day One. Job Description As a Wealth Connect Advisor, you'll help clients take confident steps toward investing...Temporary workWork experience placementWork at officeLocal area$20 per hour
...network lending, empowering more than 400 credit unions and community banks nationwide. With over $8 billion in originated loans and $3.4... ...We Do: LendKey offers a comprehensive digital platform for private student loans, student loan refinancing, and home improvement...PrivateHourly payWork at officeLocal areaWork from homeShift work$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...InternshipLocal area- ...externally (local country finance teams, shared service centers, banking partners, etc.). Ability to create and sustain new business... ...complex business problems Ability to thrive in a fast-paced private equity environment where constant change and driving EBITDA...PrivateTemporary workLocal areaFlexible hours
- ...Private Bank Licensed Client Service Associate II Make banking a Fifth Third better We connect great people to great opportunities... ...Private Bank (e.g. Private Bank Investment Executives or Wealth Management Advisors). Interacts directly with the client and builds effective...PrivateBank staffWork at office
$48k - $100k
...services company is looking for a Financial Advisor in Cincinnati, Ohio. You will deliver comprehensive financial planning and wealth strategies while building and maintaining... ...00 to $100,000 annually, based on experience and skill set. #J-18808-Ljbffr Bank of America- WesBanco is seeking a Financial Advisor in Newport, KY, responsible for investment counseling and achieving production goals. This position... ...recommending suitable investment solutions, as well as coaching bank partners. The ideal candidate will have a Bachelor’s Degree,...
- First Financial Bank is seeking a Wealth Advisor to serve as the primary point of contact for Wealth clients. This role involves maintaining existing relationships and developing new ones, along with structuring investment management strategies based on clients' financial...
$20 per hour
...network lending, empowering more than 400 credit unions and community banks nationwide. With over $8 billion in originated loans and $3.4... ...We Do: LendKey offers a comprehensive digital platform for private student loans, student loan refinancing, and home improvement...PrivateHourly payWork at officeLocal areaWork from homeShift work$80k - $90k
Bank of America is seeking a Financial Advisor to join their Merrill Advisor Development Program. In this role, you'll develop client relationships with high-net-worth individuals, assess their needs, and provide tailored investment recommendations. You'll manage a book...- ...Make banking a Fifth Third better® We connect great people to great opportunities... ...: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and... ...articulate and achieve their wealth goals. Create steams of highly...PrivateWork experience placementPrivate practiceWork at office
$111.61k - $131.3k
...Job Opportunity At U.S. Bank At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to... ...developing, managing, and retaining client relationships for Private Wealth Management (PWM). Basic Qualifications - Bachelor's degree,...PrivateTemporary workWork experience placement$74k - $100k
...you to apply. The Commercial Underwriter III is responsible for evaluating and... ...underwriting that includes the assessment of private equity funds. Client credit exposure size... ...proposed loan request in accordance with Bank's lending policy. Provide feedback to the...PrivateInternshipWork at officeLocal areaRemote work
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