Private Bank Wealth Advisor II

Private Bank Wealth Advisor II – Licensed

The Private Bank Wealth Advisor II – Licensed is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing high‑net‑worth client Wealth Plans.

• Build relationships with existing and new clients and coordinate the involvement of other specialists to fulfill the client’s Wealth Plan.
• 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.
• Build strong relationships across all Huntington business segments to deepen client relationships.
• Work with relationships of moderate to high complexity.
• Be knowledgeable on key compliance and regulatory requirements.
• Perform other duties as assigned.

• 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 in banking, investment management, or insurance products and services for high or ultra‑high net‑worth clients.
• May be considered a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act; if applicable, registration and additional qualifications required.

• 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.

Huntington is an Equal Opportunity Employer.

Tobacco‑Free Hiring Practice.