Private Bank Wealth Advisor II

Huntington Bancshares
Charleston
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Client relationship management","Communication","Multi-tasking","Customer service","Business development"]

Own the primary client relationship for high-net-worth clients in the Huntington Private Bank by developing and delivering their Wealth Plan. Build relationships with existing and new clients, self-acquire new business through community connections, and coordinate specialists to capture assets under management, loans, and deposits. Provide exceptional client service to retain relationships, deepen engagement across business segments, and support compliance with key regulatory requirements.

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Huntington Bancshares
Huntington Bancshares
1 month ago

Private Bank Wealth Advisor II

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Last checked: 4 hours agoStatus: Live

Job Summary

Own the primary client relationship for high-net-worth clients in the Huntington Private Bank by developing and delivering their Wealth Plan. Build relationships with existing and new clients, self-acquire new business through community connections, and coordinate specialists to capture assets under management, loans, and deposits. Provide exceptional client service to retain relationships, deepen engagement across business segments, and support compliance with key regulatory requirements.
Location: Charleston
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop, deliver, and manage a high-net-worth client’s Wealth Plan as the primary client relationship manager.
  • •Build and deepen relationships with existing and new clients, coordinating specialists to fulfill Wealth Plan needs.
  • •Self-acquire new business through community engagement and external centers of influence.
  • •Provide legendary client service to retain client relationships and deepen engagement across Huntington business segments.
  • •Maintain knowledge of key compliance and regulatory requirements and handle moderate to high complexity relationships.

Key Requirements

  • •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, or relationship management experience with high or ultra-high net worth clients.
  • •Knowledge of key compliance and regulatory requirements.
Experience:3+ years
Education:Bachelor's
Skills:Client relationship managementCommunicationMulti-taskingCustomer serviceBusiness development
Licenses:State Life and Health LicenseSecurities 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