Private Bank Wealth Advisor III

Huntington Bancshares
Alabama
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Client relationship management","Client service","Communication","Relationship building","Multitasking"]

Serve as the primary client relationship manager for high-net-worth clients in the Huntington Private Bank. Develop, deliver, and manage clients’ Wealth Plans by building trusted relationships, coordinating specialists, and focusing on growing assets under management, loans, and deposits. Provide exceptional client service, deepen relationships across Huntington business segments, and handle moderate to high-complexity client needs while staying knowledgeable on key compliance and regulatory requirements.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Huntington Bancshares
Huntington Bancshares
2 months ago

Private Bank Wealth Advisor III

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Serve as the primary client relationship manager for high-net-worth clients in the Huntington Private Bank. Develop, deliver, and manage clients’ Wealth Plans by building trusted relationships, coordinating specialists, and focusing on growing assets under management, loans, and deposits. Provide exceptional client service, deepen relationships across Huntington business segments, and handle moderate to high-complexity client needs while staying knowledgeable on key compliance and regulatory requirements.
Location: Alabama
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop and manage high-net-worth clients’ Wealth Plans as the primary relationship manager.
  • •Build relationships with existing and new clients and coordinate specialists to fulfill Wealth Plan needs.
  • •Self-acquire new business through community involvement and external centers of influence.
  • •Provide legendary client service to retain relationships and deepen engagement across Huntington business segments.
  • •Manage moderate to high-complexity client relationships while staying knowledgeable on compliance and regulatory requirements.

Key Requirements

  • •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, or relationship management experience for high or ultra-high net worth clients.
  • •Knowledge of key compliance and regulatory requirements.
  • •Securities and life insurance licenses (preferred).
Experience:5+ yearsWealth managementFinancial advisoryBankingInvestment managementInsurance
Education:Bachelor's
Skills:Client relationship managementClient serviceCommunicationRelationship buildingMultitasking
Licenses:State Life and Health LicensesSecurities licenseLife insurance license

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn