Private Bank Wealth Advisor III

Huntington Bancshares
West Virginia
Workplace: OnsiteFull timeFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship building","Client service","Communication","Multi-tasking"]

Develop and manage high-net-worth clients’ Wealth Plans as the primary relationship manager in the Huntington Private Bank. Build and deepen relationships with existing and new clients, coordinating specialists to deliver wealth strategies focused on assets under management, loans, and deposits. Prospect and self-acquire new business through community and referral connections, while providing exceptional client service and staying current on compliance and regulatory requirements.

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Huntington Bancshares
Huntington Bancshares
2 months ago

Private Bank Wealth Advisor III

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Last checked: 4 hours agoStatus: Live

Job Summary

Develop and manage high-net-worth clients’ Wealth Plans as the primary relationship manager in the Huntington Private Bank. Build and deepen relationships with existing and new clients, coordinating specialists to deliver wealth strategies focused on assets under management, loans, and deposits. Prospect and self-acquire new business through community and referral connections, while providing exceptional client service and staying current on compliance and regulatory requirements.
Location: West Virginia
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Serve as the primary client relationship manager responsible for developing, delivering, and managing clients’ Wealth Plans.
  • •Build relationships with existing and new clients and coordinate specialists to fulfill the Wealth Plan with focus on assets under management, loans, and deposits.
  • •Self-acquire new business by being active and well connected in the community and with external centers of influence.
  • •Provide legendary client service to retain client relationships.
  • •Work with relationships of moderate to high complexity and remain knowledgeable on key compliance and regulatory requirements.

Key Requirements

  • •Bachelor’s Degree.
  • •Obtain State Life and Health Licenses within 90 days of hire.
  • •At least 5 years of wealth management, financial advisory, sales, or relationship management experience in banking, investment management, or insurance products for high or ultra-high net worth clients.
  • •Knowledge of key compliance and regulatory requirements.
  • •Preferred: demonstrated success with high-net-worth clients and building strong client relationships.
Experience:5+ yearsWealth managementFinancial advisoryBankingInvestment managementInsurance
Education:Bachelor's
Skills:Relationship buildingClient serviceCommunicationMulti-tasking
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