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Private Bank Wealth Advisor III

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: 0101 The Huntington National Bank
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

The Private Bank 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.

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.
  • Provides 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, or 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.
Additional Information
  • Exempt Status:
    Yes

Huntington is an Equal Opportunity Employer.

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