Huntington National Bank

Private Bank Wealth Advisor II

Huntington National Bank$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s Degree
  • State Life and Health Licenses (to be obtained within 90 days of hire)
  • Securities and life insurance licenses required
  • Minimum 3 years of experience in wealth management, financial advisory, sales, or relationship management for high-net-worth clients
  • Possible designation as a Mortgage Loan Originator under specific acts, requiring additional registration.

Responsibilities

  • Build relationships with clients and coordinate specialists to fulfill Wealth Plans
  • Self-acquire new business through community engagement and networking
  • Provide exceptional client service to maintain relationships
  • Collaborate across Huntington business segments to enhance client experiences
  • Manage relationships with a moderate to high degree of complexity
  • Adhere to compliance and regulatory requirements
  • Carry out other assigned tasks as needed.

Benefits

  • Flexible work arrangements combining in-office and remote work options
  • Opportunity to deepen community connections within the office environment.
Full Job Description
Description

Summary:

The Private Bank Wealth Advisor II - Licensed 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
  • Securities and life insurance licenses required.
  • 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:

  • 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.

About Huntington National Bank

Huntington National Bank Careers

Join the dynamic team at Huntington National Bank, a place where your career aspirations align with outstanding job opportunities. Our commitment to innovation, leadership, and professional growth makes Huntington an ideal environment for your ambitions to flourish.

Work You’ll Do

At Huntington, we empower our employees to master their career paths in the banking industry. As a member of our team, you will engage in meaningful work that directly impacts our clients and communities. With a focus on digital transformation and financial solutions, Huntington stands at the forefront of the banking sector.

Lead with Innovation and Leadership

Huntington National Bank is not just a bank; it's a pivotal platform for innovation and leadership in the financial industry. We offer a unique position in the marketplace that intersects financial services with cutting-edge technology and customer-centric solutions.

Explore Job Opportunities and Employment

Whether you're seeking your first job or you're a seasoned professional looking to transition, Huntington offers a range of employment opportunities. From entry-level positions to executive roles, our job openings cater to a diversity of skills and experiences.

Internship Programs

Kickstart your career with Huntington’s internship programs. These opportunities are designed to give you hands-on experience and insights into the banking sector, enhancing your resume and boosting your employability.

Benefits and Culture

At Huntington, we pride ourselves on a culture that supports diversity, inclusion, and professional development. Our benefits package is comprehensive, supporting not only your career growth but also your personal well-being and financial health.

Join Our Team

Be part of a team that values creativity, problem-solving, and collaboration. Huntington encourages a culture where innovation thrives, and diverse ideas are celebrated.

Networking and Professional Growth

Advance your career with unmatched opportunities for professional growth and networking. Huntington is dedicated to providing ongoing training and leadership programs that empower you to take your career to new heights.

Career Development

Invest in your future with Huntington’s career development programs. From diversity training to leadership workshops, we provide the tools necessary for you to succeed in your professional journey.

Stay Connected

Join the Huntington National Bank team today and discover how your career can prosper in an environment committed to your growth and success.

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Learn more about Huntington National Bank
Size
19,722 employees
Market Cap
$21 billion
Industry
Net Income
$817 million
Founded
1866
5 Year Trend
+11.5%
NASDAQ

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