State Life and Health Licenses (to be obtained within 90 days of hire)
5+ years in wealth management/financial advisory/sales/relationship management for high net worth clients
Knowledge of compliance and regulatory requirements
Possible Mortgage Loan Originator registration requirements.
Responsibilities
Build and manage relationships with high-net-worth clients
Acquire new business through community engagement and networking
Deliver exceptional client service to maintain client loyalty
Foster collaboration across Huntington's business segments
Manage relationships of moderate to high complexity
Adhere to compliance and regulatory standards
Perform additional duties as required.
Benefits
Flexible work arrangements combining in-office and remote work
Opportunities for professional development
Strong community-focused company culture
Collaborative work environment
Commitment to diversity and inclusion.
Full Job Description
Description
Summary:
The Private Bank Wealth Advisor III 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 5 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.
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 Bancshares Inc.
Huntington Bancshares is a bank holding company that operates through its subsidiary, The Huntington National Bank. The bank provides a range of financial services to individuals, small businesses, corporations, and other organizations. The company was founded in 1866 in Columbus, Ohio, and has since grown to become one of the largest banks in the Midwest. As of 2021, the bank has over 800 branches and more than 1,400 ATMs across seven states. Huntington Bancshares is publicly traded on the NASDAQ stock exchange.
