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Full-time
bachelor degree, professional certificate
Posted 32d ago
~40 hrs/week
Responsibilities
The advisor manages high-net-worth client relationships by developing and delivering comprehensive Wealth Plans. They are responsible for acquiring new business and coordinating with specialists to capture assets, loans, and deposits.
Requirements
Requires a Bachelor's degree and at least 3 years of experience in wealth management or financial advisory for high-net-worth clients. State Life and Health licenses must be obtained within 90 days of hire.
Full job description
Description
Summary:
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: (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.
Huntington is an Equal Opportunity 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 Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Related keywords
Private BankingHigh-Net-WorthWealth PlanAssets Under ManagementSAFE ActTruth in Lending ActSecurities LicenseLife Insurance LicenseFinancial PlanningInvestment Management
Welcome to Huntington.
Huntington Bancshares Incorporated is a $285 billion asset regional bank holding company headquartered in Columbus, Ohio. Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle‐market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Huntington operates over 1,400 branches in 21 states, with certain businesses operating in extended geographies. Visit Huntington.com for more information.
We are committed to doing the right thing for our customers, colleagues, and communities. Our “Welcome” philosophy means they are at the center of everything we do.
Here’s how we look out for people:
• We aim to make banking easier for our customers. Our comprehensive suite of innovative banking tools and products is specifically designed to strengthen the financial health of those we serve.
• Our internal culture is built around making things great—rather than just good enough—and to be the best place our colleagues will ever work. We offer a flexible work environment with opportunities for growth, and we’ll provide all the resources needed to create a lasting and rewarding career path.
• Our $40 billion Community Plan, environmental sustainability strategy, and robust small-business lending program are just a few of the ways we are helping to improve the economic vitality of the areas where we live and work.
Explore Huntington Career opportunities at https://huntington-careers.com.
Huntington is an Equal Opportunity Employer.
The Huntington National Bank, Member FDIC. The logo mark and Huntington® are federally registered service marks of Huntington Bancshares Incorporated.
Huntington Social Media Community Guidelines & Terms: http://bit.ly/HuntingtonSocialMedia
Offices: 41 S. High Street, Columbus, Ohio 43215, US · 200 Public Sq, Cleveland, OH 44114, US · 20291 US-19, Cranberry Township, PA 16066, US · 123 E Main St, Sugarcreek, OH 44681, US · 3681 W Maple Rd, Bloomfield Township, MI 48301, US
Based on 2190 listings with disclosed salaries, most sales jobs in Ohio pay between $50k–$150k per year. Individual offers vary with seniority, company size, and specialization.
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