Private Bank Wealth Strategist III
$102k - $208kThe Huntington National 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 -$208,000 Annual SalaryThe 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
$200k - $225k
...We’re building a relationship-oriented bank for the modern world. We need talented,... ...visit CIBC.com What you'll be doing As a Wealth Strategist , you are responsible for supporting... ...implement wealth planning as part of CIBC Private Wealth’s integrated wealth management...PrivateFull timeRemote work$159.97k - $188.2k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better... ...at—all from Day One. Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client...PrivateTemporary workWork experience placementLocal area- U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships with High and Ultra High Net Worth clients. You will leverage knowledge of investments, banking, wealth planning, and trust services to frame and retain...Private
- Old National Bank is seeking a Private Wealth Advisor to develop client relationships and deliver financial and investment guidance to Wealth clients. You will collaborate with a team of specialists including Private Bankers, Trust Officers, and others to meet client needs...PrivateBase plus commission
$77.9k - $199k
OverviewOld National Bank has been serving clients and communities since 1834. With over... ...are currently seeking a High Net Worth Wealth Advisor. This group is a business designed... ...management, estate or trust services, and private banking who are focused on preserving and...Private$120k - $200k
...opportunity?As an Alternatives Investment Strategist for RBC US Wealth Management you will work alongside... ...recommending and researching private investment opportunities and how they... ...one of the largest and most successful banks in the world. Maintaining a workplace...PrivateFull timeFlexible hours- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers... ...planning, investment management, banking and comprehensive advice to a wide range... ...leading-edge technology, data and design.Private Wealth Management (PWM)Goldman Sachs Private...PrivateApprenticeship
- We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to... ...strengthen client relationships. As Director, Commercial Banking and Private Wealth Marketing, you'll develop and lead a strategic marketing...PrivateFull time
$150k - $190k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to... ...more about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible for...PrivateFull timeRemote work- ...Single Family Office – Wealth Advisor | Chicago | Hybrid An established Single Family Office in downtown Chicago is seeking a Wealth... ...-on financial planning experience within wealth management, a private bank, or a family office • Strong analytical, communication, and...PrivateWork at office
$140k - $170k
...chasing a book of hundreds? Job Title: Senior Wealth Advisor - Chicago Position Overview... ...Advisor - Chicago: A multi-generational private family office is adding a senior advisor... ...capital calls and distributions Work with banks, investment managers, CPAs and attorneys...PrivateWork at office- SNFout in Chicago is seeking a Senior Wealth Advisor to guide a multi-generational family through investments, tax and estate planning... ...and craft comprehensive financial plans while coordinating with banks, CPAs and attorneys. Bachelor's degree required; CFP/CPA/JD preferred...PrivateWork at office
$140k - $170k
...enjoys complex cases. Job Title: Senior Wealth Advisor - Chicago Compensation and... ...be a lead advisor to family clients of a private, multi-generational family office, coordinating... ...calls and distributions Work with banks, investment managers, CPAs and attorneys...PrivateWork at office$91k - $202.8k
...the company’s success. As a Closely Held Business Advisor III within PNC's Private Bank organization, you will be based in a PNC office location.... ...including more complex assets or relationships, held within wealth accounts and makes investment/fiduciary recommendations...PrivateFull timeTemporary workPart timeWork experience placementWork at office$250k
...The Wealth Regional Director is a senior leader within the US Wealth Management Business... ...understanding of the US wealth advisory and bank-channel industry, and direct competitors'... ...Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients receive...PrivateFull time$200k - $300k
...About Wealth At Work: Enterprise Citi Wealth at Work division is dedicated to empowering... ...seeking an experienced and highly motivated Private Banker to join our dynamic Wealth at Work... ..., private stock, and other sophisticated banking and lending products specifically...PrivateFull time- Cresset, a premier private wealth firm in Chicago, seeks an Associate, Private Wealth Client Services to manage day-to-day client service needs and coordinate complex operations for high-net-worth families. You will collaborate with advisors, CPAs, and attorneys, ensuring...Private
- ...responsible for global distribution, with an initial focus on the private wealth channel. The successful candidate will build and lead a team... ...maintain relationships with community, regional, and global banks, RIAs, fintech platforms, OCIOs, endowments, foundations, and...PrivateOverseas
- ...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...PrivateWork at officeWork from homeShift workDay shift
- J.P. Morgan Wealth Management is seeking a Certified Financial Planner to join the Planning Center of Excellence as Vice President, Private Wealth Planner. You will partner with advisors and clients to deliver holistic, goals-based planning and guidance to Private Clients...Private
$23.52 - $34.37 per hour
J.P. Morgan Wealth Management - Private Client Investment Associate - Chicago, IL Join to apply for the J.P. Morgan Wealth Management - Private Client... ...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS...Full time- ...J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP)... ...Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management. The successful...PrivateWork at office
$150k - $170k
...Job Description Summary The Wealth Strategist is a senior planning professional dedicated to the firm’s most complex and ultra-high-net-worth (UHNW) client relationships. Financial planning is the foundation of Focus Partners Wealth, and this role delivers deep subject...Work experience placementWork at officeLocal area- ...JPM Private Bank Mortgage Solutions – Mortgage Specialist Analyst J.P. Morgan Asset & Wealth Management, with client assets of $4.0 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail...Private
$25 - $45 per hour
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 in-...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$85k - $240k
...: Chicago, IL, United StatesPosted: 2026-10-08Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive... ...estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this...Private$18 - $21 per hour
Job Description As the premiere, locally headquartered bank and wealth management franchise in the region, WSFS Bank empowers our Associates... ...: Bryn Mawr Trust of Delaware Bryn Mawr Trust Advisors Private Banking Endowments and Foundations Global Capital Markets Trust...PrivateHourly payFull timeInternshipSummer internshipWork at officeFlexible hours$200k
...additional information, please review .**Private Bankers at Citi develop and deepen client... ...utilize that knowledge to develop tailored wealth management strategies. Private Bankers... ...they are able to deliver quality Private Bank client relationships (solutions and services...PrivateFull time$102k - $208k
DescriptionSummary: The Private Bank Wealth Advisor IV 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...PrivateFull timeWork at officeRemote workWork from homeFlexible hours- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to act as the main point of contact for a select group of affluent clients. You will manage their complete banking relationships, proactively soliciting referrals and coordinating with specialists to meet...Flexible hoursAfternoon shift
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