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Private Bank Wealth Advisor III
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-06-03
Listing for:
0101 The Huntington National Bank
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
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.
- 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.
- 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.
- Exempt Status:
Yes
Huntington is an Equal Opportunity Employer.
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