State Life and Health Licenses required to be obtained within 90 days of hire
At least 5 years of experience in wealth management or financial advisory for high or ultra-high net worth clients
Required to register as a Mortgage Loan Originator if applicable
Knowledge of compliance and regulatory requirements
Responsibilities
Build relationships with existing and new clients to manage their Wealth Plan
Actively acquire new business through community engagement and networking
Provide legendary client service to foster long-term client retention
Coordinate with Huntington specialists to fulfill comprehensive client Wealth Plans
Manage client relationships of moderate to high complexity
Adhere to compliance and regulatory standards
Complete other assigned duties as necessary
Benefits
Flexible work arrangements may be available
Opportunity for professional development and community engagement
Strong emphasis on building lasting client relationships
Collaboration across various business segments within the organization
Client-focused culture that values exceptional service
Full Job Description
Description
Summary:
The 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.
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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.
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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.
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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.
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