Private Bank Wealth Advisor II
Huntington Bancshares, Inc.
Description 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 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 Exempt Status: Yes — not eligible for overtime pay (No — eligible for overtime pay) Workplace Type Office Our Approach to Office Workplace Type: 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. 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. #J-18808-Ljbffr Huntington Bancshares, Inc.
- Huntington Bank in Columbus, OH seeks a Private Bank Wealth Advisor II to act as the primary client relationship manager for high-net-worth clients, developing, delivering, and managing Wealth Plans. The role emphasizes asset growth, client service excellence, and coordination...Private
- ## Private Bank Wealth Advisor IIApplyremote type: Officelocations: Columbus, OHtime type: Full timeposted on: Posted Todayjob requisition id: R00... ...**Description****Summary:**The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington...PrivateWork at officeRemote workWork from homeFlexible hours
- Huntington Bancshares, Inc. seeks a Private Bank Wealth Advisor II to manage and grow a high-net-worth client portfolio by delivering comprehensive Wealth Plans. You will coordinate with specialists to fulfill client needs and focus on assets under management, loans, and...PrivateRemote job
$126.82k - $149.2k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify... ...planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing...PrivateFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$126.82k - $149.2k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...PrivateTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. The WMA partners with the team to understand clients' goals and build tailored goals-based investment portfolios, advising through AMG...Private
$126.82k - $149.2k
...Job Description At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...excel at—all from Day One. U.S. Bank Private Wealth Management (PWM) helps clients identify... ...transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Key Private Bank (KPB) at KeyBank seeks a Sr. Relationship Manager to serve high-net-worth clients, coordinating with trust, investment and... ...in a hybrid Columbus, OH environment. A strong background in wealth management and FINRA/CFP-type credentials is preferred. #J-18...Private
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- JPMorganChase in Columbus, Ohio is seeking a talented professional for a role in their U.S. Private Bank. The position requires managing client relationships while providing tailored wealth management advice and driving business results. Applicants should have over six years...Private
- TwinThread is seeking a Private Banker in Columbus, OH. The ideal candidate will manage client... ...and provide expert advice on wealth management. A strong financial services background... ...over six years of experience in Private Banking, and possess necessary licenses. The role...Private
- ...HQJob DescriptionAbout Northwest Sponsor Finance (NSF)Northwest Sponsor Finance (“NSF”), a division of Northwest Bank, provides senior credit facilities to private equity backed companies in the lower middle market. NSF’s professionals have collectively completed 200+...PrivateFull timeWork at office
- ...Virtual Banker II At Chase, we are passionate about creating memorable experiences... ...As a Virtual Banker II within Consumer Banking, you will represent our brand and... ...needed. Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business...
- Fifth Third is seeking a Personal Banker Associate II in Columbus, Ohio. This role involves developing customer relationships and promoting various banking products through a consultative sales process. The position requires a college degree or equivalent experience, a...
- First Merchants Bank is seeking a SBL Credit Analyst II to join our team in Columbus, OH. You will analyze financials and SBA eligibility, prepare comprehensive credit memos, and support management decisions with thorough lending analyses. The role requires a Bachelor’s...
- First Merchants Bank is seeking a SBL Credit Analyst II to join our team! This position will be responsible for financial analysis and review of SBA program eligibility requirements on assigned loan submissions. Utilizing designated lending authority, will provide complete...Work experience placementWork at officeFlexible hours
- TwinThread is seeking a Private Banker to join their U.S. Private Bank team in Columbus, Ohio. The role requires strong expertise in private banking, client... ...relationship management, and a deep understanding of wealth management practices. As a Private Banker, you will advise...PrivateBank staff
- Make banking a Fifth Third better® Personal Banker Associate II - Northeast Columbus Area Location: Westerville, Ohio 43081 General Function Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week onboarding and education program...Work experience placementWork at office
- ...Function Selected candidates will become a Retail Personal Banker II after completing a 4-8 week onboarding and education program... ...customer retention. Responsibilities include selling a full range of banking products and services to meet existing and prospective customer...Work experience placementWork at office
- Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career... ...candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on‑boarding and education program that...Work experience placementWork at office
- ...Virtual Banker II At Chase, we are passionate about creating memorable experiences... ...As a Virtual Banker II within Consumer Banking, you will represent our brand and... ...needed. Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business...Immediate start
- KeyCorp is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will refer... ...guidance, collaborating with Retail, Investment Services, Private Bank, Mortgage, and Business Banking teams, and maintaining...Private
- ...Associate within J.P. Morgan Wealth Management Risk, you will support... ...we are a leader in investment banking, consumer and small business... ...leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with...PrivateWork at office
- ...The Wealth Management Credit Platform Service Support Team is part of Private Banking (PB) Credit Platform Services. The Letter of Credit Center of Excellence (CoE) supports the documentation and issuance of Letters of Credit for Private Bank clients, ensuring adherence...Private
$116k - $216k
...3rd Street, Columbus OhioJob SummaryKey Private Bank (KPB) is dedicated to serving our clients... ...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...PrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...services institution, operating across major operational hubs in the United States. The Team The Wealth Management Credit Platform Service Support Team is part of Private Banking (PB) Credit Platform Services. The Letter of Credit Center of Excellence (CoE) supports the...PrivateFull timeH1bWork at officeWork visa
- Business Unit Consumer & Community Banking Posting Date 01/23/2026, 05:22 PM Locations... ...impact in our company. As a Virtual Banker II in Consumer Banking, you will... ...partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers...Full timeImmediate start
- JPMorganChase in Columbus, Ohio, is seeking a Private Banker to advise families on wealth management and investments. The ideal candidate will have a strong background in Private Banking, with over six years of experience and relevant licenses. This role offers competitive...Private
- ...Thrivent ● Join our Team of Talented Financial Advisors Who Engage in Meaningful Work and Thrive... ...-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll... ...- Experienced Professionals U.S. Private Bank - Private Banker - Vice President or...PrivateFull time
- ...Financial Advisor Services Analyst Our Sales teams help our clients... ...are a leader in investment banking, consumer and small business... ...Team J.P. Morgan Asset & Wealth Management delivers industry-... ...leading investment management and private banking solutions. Asset...Private
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