Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Bank Wealth Strategist III

$102k - $208k

The 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 -$208,000The 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

Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Private Bank Wealth Strategist III in Dallas, TX vacancy
  •  ...employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Strategist III within PNC's Private Bank organization, you will be based in Dallas, TX.Responsibilities require time in the office or in the field on a... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Remote work

    The PNC Financial Services Group

    Dallas, TX
    3 days ago
  •  ...Wealth Strategist Houston, Texas;Dallas, Texas To proceed with your application, you must...  ...least 18 years of age. Acknowledge ( Bank of America employees are required to...  ...effective. Job Description: The Private Wealth Strategist, part of Merrill's Strategic... 
    Private
    Private practice
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    1 day ago
  •  ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and...  ...Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of...  ...DescriptionThe Private Wealth Credit Specialist III is primarily responsible for... 
    Private

    Bank of Oklahoma

    Dallas, TX
    5 days ago
  • $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... 
    Private
    Full time
    Flexible hours

    Royal Bank of Canada

    Dallas, TX
    1 day ago
  •  ...leading financial institution in Dallas is seeking a Private Banker to manage client relationships and provide expert advice on wealth management. Candidates should have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and... 
    Private

    JPMorgan Chase

    Dallas, TX
    1 day ago
  •  ...31, 2026. Position Rockefeller Private Office is core to who we are as a firm....  ...of experienced professionals - including wealth planners, tax advisors, estate attorneys...  ...governance needs. The Senior Wealth Strategist is a member of the Rockefeller Private Office... 
    Private
    Work at office
    Local area

    Rockefeller Financial

    Dallas, TX
    5 days ago
  •  ...truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.The Institutional Wealth Trust Strategist ensures that the accounts will be administered appropriately. Also, works closely with clients, their professional advisors... 
    Full time

    Simmons Bank

    Dallas, TX
    2 days ago
  • $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... 
    Private
    Full time
    Remote work

    CIBC Bank

    Dallas, TX
    1 day ago
  • Huntington Bank is seeking a Private Bank Wealth Advisor III in Dallas to manage a high-net-worth client Wealth Plan, develop new business, and coordinate specialists to deliver a comprehensive wealth strategy. The role emphasizes asset growth, loans, and deposits while... 
    Private

    Huntington Bank

    Dallas, TX
    5 days ago
  •  ...Dallas -DALAreas of Interest: Commercial Banking; Commercial Banking, CorporatePay...  ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal...  ...Loan Coordination Specialist III supports relationship managers and clients... 
    Private

    Bank of Oklahoma

    Dallas, TX
    3 days ago
  • Vista Bank is seeking a Treasury Management Sales Associate III in Dallas, Texas, to generate and expand cash management business. Candidates must possess 15+ years of Treasury Management Sales experience and a Bachelor’s degree. The role involves assessing client needs... 

    Vista Bank

    Dallas, TX
    1 day ago
  •  ...locations. The Preferred Legacy National Trust Bank is a federally chartered trust institution providing comprehensive fiduciary, wealth management, and family office services to...  .... Position Overview The Senior Wealth Strategist will serve high net worth clients as the family... 
    Temporary work
    H1b
    Work at office
    Local area
    Flexible hours

    Carr, Riggs & Ingram, L.L.C.

    Dallas, TX
    3 days ago
  •  ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and...  ...Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of...  ...Wealth, Corporate Trust Relationship Manager III is primarily responsible for the overall... 
    Private

    Bank of Oklahoma

    Dallas, TX
    4 days ago
  • Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executives, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will build trusted relationships and coordinate with advisors... 

    Bank of America

    Dallas, TX
    6 days ago
  •  ...employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Strategist Sr within PNC's Private Bank organization, you will be based in Dallas, TX.PNC is an in-office company that fosters a supportive culture where employees... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Dallas, TX
    3 days ago
  • $150k

     ...dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The...  ...system.Job Description:At Regions, the Real Estate Corporate Banking Strategist assists senior coverage bankers in the delivery and execution... 
    Private
    Full time
    Flexible hours

    Regions Financial

    Dallas, TX
    3 days ago
  •  ...Areas of Interest: Accounting; Commercial Banking; Commercial Credit Specialist;...  ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal...  ...transactions in conjunction with CPU III, IV or CRMs. Responsibilities include financing... 
    Private

    BOK Financial

    Dallas, TX
    2 days ago
  •  ...Description What is the opportunity? As a Wealth Strategist, your role will be focused on...  ...leadership, service and support areas within Private Client Group (PCG) to ensure a...  ...one of the largest and most successful banks in the world. Maintaining a workplace where... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Royal Bank of Canada

    Dallas, TX
    more than 2 months ago
  • Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans...  ...tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship... 
    Private

    Goldman Sachs

    Dallas, TX
    4 days ago
  •  ...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... 
    Remote job
    Work at office
    Work from home
    Flexible hours

    Huntington National Bank

    Dallas, TX
    6 days ago
  •  ...Req ID: 78623 Location: Dallas -DAL Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available...  ...NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment... 
    Private

    BOK Financial

    Dallas, TX
    2 days ago
  •  ...ED) is a subject-matter expert responsible for advising Wealth Management teams and clients on U.S. regulatory...  ...bespoke liquidity solutions)Prior experience partnering with private wealth advisors, private banking, or corporate issuer stakeholders JPMorganChase, one of... 
    Private

    JP Morgan Chase

    Dallas, TX
    2 days ago
  • Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans...  ...tax and estate planning, philanthropic planning, and private banking and lending services. As client needs evolve, this close... 
    Private

    Goldman Sachs

    Dallas, TX
    3 days ago
  •  ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net...  ...study and 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education and... 
    Private
    Local area

    BOK Financial

    Dallas, TX
    1 day ago
  • $67.5k - $172.5k

     ...contribute to the company’s success. As an Underwriter III within PNC's Real Estate Banking organization, you will be based in a PNC location.The Entity...  ...entity-level real estate transactions, including private and institutional real estate funds, homebuilders, real... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Dallas, TX
    4 days ago
  •  ...Software Engineer III Charlotte, North Carolina;Pennington, New Jersey; Addison, Texas...  ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet...  ...Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.A... 
    Private
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Addison, TX
    1 day ago
  •  ...Wealth Management Specialist Dallas, Texas To proceed with your application, you must...  ...18 years of age. Acknowledge ( Bank of America employees are required to meet...  ...Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.... 
    Private
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    4 days ago
  •  ...Wealth Management Client Associate Dallas, Texas To proceed with your application,...  ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet...  ...Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.... 
    Private
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    5 days ago
  •  ...JPMorgan Chase & Co. in Dallas seeks a Private Client Banker to manage a select client group, building relationships and guiding clients through banking products with an advice-based approach. You will collaborate with specialists, extend self-service options for clients... 

    Next Frontier Capital

    Dallas, TX
    4 days ago
  •  ...: Req ID: 74331 Location: Dallas -DAL Areas of Interest: Private Wealth Advisor; Financial Advisor; Investment Management; Relationship Management...  ...in our Registered Investment Advisor (RIA) firm or as a Bank of Texas advisor? If you hold securities and/or insurance... 
    Private
    Full time
    Work experience placement
    Work at office

    BOK Financial

    Dallas, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Bank Wealth Strategist III. Be the first to apply!