Senior Private Wealth Strategist - Hybrid/Remote-Eligible
$102k - $208kHuntington National Bank
- Remote job
Summary: The Wealth Strategist III is responsible for delivering Huntington Private Bank's intellectual capital to high net worth and complex clients and internal advisors. Description Summary: 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 Degree 10+ years of (Financial, Private CPA, JD Practice) planning experience Preferred Qualifications Juris Doctorate, CPA & CFP strongly preferred Comprehensive knowledge on estate planning, tax planning, and financial planning Competency with PowerPoint, Excel, and other financial planning software Excellent verbal and written communication skills Strong leadership skills and ability to influence Ability to form strong relationships with internal and external partners Strong PC skills and Internet Skills Excellent written and verbal communication skills, including professional grammar and demeanor Ability to interact effectively with all levels across the organization Ability to thrive in a collaborative, team –oriented environment Problem solving skills/ability to handle complex issues Ability to multi-task and meet tight deadlines Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes 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. Compensation Range $102,000 -$208,000 Annual Salary The 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. #J-18808-Ljbffr Huntington National Bank
$200k - $240k
...comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for... ...wealth planning as part of CIBC Private Wealth’s integrated wealth... ...(proportion of on-site and remote work) will be discussed at... ...candidate may be eligible toparticipatein the relevant...Remote workSeniorPrivateFull time$135k - $175k
...such as corporates, public and private mortgage‑backed securities,... ..., risk professionals, and senior investment leadership to support... ...designation (in‑office, hybrid, remote) and operational needs. Salary... ...this position is typically eligible for an Annual Bonus based on...Remote workSeniorPrivateWork at officeWorldwideVisa sponsorship3 days per week$120k - $130k
...This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to... ...used as needed.Global Private Wealth - Americas (“GPW”) is part... .... This role is eligible for a discretionary annual... ...programs (typically for more senior-level roles). We also...Remote workSeniorPrivateFull timeWork at officeLocal area1 day per week$115k - $125k
...This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to... ...be used as needed.The Senior Associate, Client Marketing... ...HarbourVest's Global Private Wealth business. This role... ...requirements. This role is eligible for a discretionary...Remote workSeniorPrivateFull timeWork at officeLocal areaHome office1 day per week- ...Fiat Wealth Management | Fargo, ND | Full-Time, Remote/Hybrid Experience level: 5+ years About... ...Position Overview The Lead Private Wealth Manager owns and... ...of advisors. This is a senior role for a proven... ...reimbursement benefits, subject to eligibility ~ Company-provided...Remote workSeniorPrivateFull timeWork at officeLocal area
- ...Fifth Third Bank. About The Role The Senior Wealth Strategist serves as the primary wealth strategy... ...Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop... ...to the base salary, this role is eligible to participate in an incentive compensation...SeniorPrivateBank staffShift work
- ...Title: Senior Flight Strategist Location: Remote, Hybrid, and/or In-Office (Los Angeles or Columbus, OH) Employment... ...for an assigned portfolio of private aviation clients, they are accountable... ...location. This role is eligible for a performance bonus. Benefits...Remote workSeniorPrivateFull timeWork at officeImmediate startNight shiftAfternoon shift
$200k
...provide businesses with private capital solutions... ...The Role Private Wealth serves advisors... ...will be hiring a Senior Market Leader to drive... ...Team members (Hybrid, Internal, Sales Service... ...Employees may be eligible for a... ...protected by law. #LI-REMOTE Blue Owl (NYSE:...Remote workSeniorPrivatePermanent employmentTemporary workFlexible hours$225k - $275k
...Position Rockefeller Private Office is core to who we are... ...professionals – including wealth planners, tax advisors, estate... ...family governance needs. The Senior Wealth Strategist is a member of the... ...addition, this role may be eligible for a discretionary bonus....SeniorPrivateWork at officeLocal area- ...opportunity to contribute to the company’s success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be based in Lancaster, PA... ..., experience, and education. This role is incentive eligible with the payment based upon company, business and/or...SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office
$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides... ...banking. As a Senior Audit Manager, you'll... ...work activities within a hybrid work arrangement where... ...while other days will be remote.How you'll succeedAudit... ...successful candidate may be eligible to participate in the...Remote workSeniorPrivateFull timeShift work2 days per week$133k - $296.4k
...opportunity to contribute to the company’s success. As a Wealth Strategist Sr within PNC's Private Bank organization, you may be based in Washington, DC;... ..., experience, and education. This role is incentive eligible with the payment based upon company, business and/or...SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office- ...Senior Private Wealth Advisor | Single Family Office | Chicago | Hybrid An established $15 billion single-family office is seeking a Senior Private Wealth Advisor... ...schedule of three days in the office and two remote. This is a hands-on wealth planning and family...Remote workSeniorPrivateFull timeWork at office
- ...ongoing reporting and support. Senior Estate Strategists leverage the extensive... ...projects within and across Wealth Management Advice & Solutions... ...Canada, we’re proud to be privately-owned, placing the focus on... ...volunteerism. Associates may be eligible for bonuses and profit...SeniorPrivateTemporary workWork at officeHome officeFlexible hours
$100k - $115k
...for top talent. As a Senior Talent Acquisition Sourcing... ...You will support the Private Wealth and Private Banking... ...work activities within a hybrid work arrangement where... ...other days can be remote. How you’ll succeed Strategic... ...candidate may be eligible to participate in the...Remote workSeniorPrivateFull time3 days per week1 day per week- BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment... ...acquisition and mentorship within the advisor team, with a hybrid schedule requiring three days in the office. Candidates should...SeniorPrivateWork at office
- BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment... ..., and thought leadership within the advisor team, with a hybrid schedule three days in the office and options to work near #J...SeniorPrivateWork at office
- Mercer Advisors is seeking an Investment Strategist to join the hybrid team across Pacific, Mountain, or Central Time Zones. You will partner with... ...net worth individuals. The ideal candidate has 10 years of wealth management experience, licenses (Series 65), and advanced...Senior
$145k - $185k
A leading financial firm is seeking a Private Wealth Capital Specialist in New York, NY. The position is hybrid and offers a competitive annual compensation between $145,000 and $185,000, which varies based on employer needs. Candidates will engage in private wealth capital...Private- Wilmington Trust in McLean, Virginia, is seeking an experienced Wealth Strategist to serve ultra-high-net-worth families with complex estate,... ...ongoing planning relationships for about 50 families, with a hybrid schedule (4 days in the office). A JD/LLM or equivalent plus...SeniorWork at office
- ...Description Job Title: Senior Salesforce Technical Architect (Hybrid) Location: Lansing, MI... ...0 users across state and private agencies. - Ensuring compliance... ...Schedule: There is no remote-only option. - Required... ...Thursdays. - Remote eligible days- Mondays, Tuesdays,...Remote workSeniorPrivateFull timeFor contractorsVisa sponsorshipMonday to Friday
$161.5k - $190k
...organization. Investment Strategists support the firm's... ...client facing wealth management... ...Familiarity with private market investments... ...stakeholders working remotely across the United... ...Location : This is a hybrid role with a strong... ...position is also eligible to earn incentive...Remote workPrivateTemporary workWork at officeLocal areaFlexible hours$130k - $180k
...Neuberger is seeking a Senior Full-Stack Developer (.NET/C#) in New York City to design... ...maintain scalable applications for their Private Wealth Technology team. The ideal candidate... ..., and mentoring junior developers. This hybrid position offers a salary range of $130,0...SeniorPrivate$260k
...investment transactions. Enjoy a hybrid work schedule with additional remote work flexibility throughout the... ...Enjoy comprehensive benefits and eligibility for a discretionary year-end bonus... ...commercial real estate financings, private equity investments, and fund formation...Remote workSeniorPrivateWork at officeMonday to ThursdayFlexible hours- Global Advisers, LLC seeks a Senior Private Wealth Advisor in Brooklyn, NY to lead high-net-worth relationships with comprehensive investment,... ...years in private wealth or related fields; Series 65 preferred. Hybrid full-time role with a client-centered, results-driven...SeniorPrivateFull time
$122.54k - $208.72k
...SENIOR PRODUCT MANAGER - WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? Responsible... ...growth. Will support the Private Bank Wealth Management product... ...and location. This job is eligible for bonus and/or... ...otherwise indicated as fully remote, reporting into a designated...Remote workSeniorPrivate- ...Partner across the firm with Private Client Advisors, Relationship... ...develop and deliver integrated wealth planning solutions tailored... ...negotiate, and influence at senior levels of the organization as... ...to practice law in Texas and eligible to practice in-house. Minimum...SeniorPrivateImmediate startDay shift
- ...looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you’ll... .... You’ll also collaborate closely with Private Bankers and colleagues across... ...credit check This is a full-time, non-remote position FLSA Status: Exempt We are an...Remote workPrivateFull timeLocal area
$120k - $250k
...850 N. Scottsdale Road Job Family Group: Wealth Sales & Service Provides specialized wealth... ...professionals and Relationship Managers (Private Bankers, Investment Counsellors,... ...level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise...SeniorPrivatePart timeLocal areaShift work- ...list of fastest-growing private companies in America... ...lists We're looking for a Senior Account Executive with... ...office ~2 days/week, remote the rest. Culture & Benefits Flexibility Hybrid schedule - office ~2 days... ...option Profit-sharing eligibility after one year Good...Remote jobSeniorPrivateFull timeSummer workWork at officeLocal areaFlexible hours2 days per week
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