Private Bank Wealth Advisor II

Summary

The Private Bank Wealth Advisor II is the primary client relationship manager at Huntington Private Bank responsible for developing, delivering, and managing a high‑net‑worth client’s Wealth Plan.

• Build relationships with existing and new clients and coordinate the involvement of other specialists to fulfill the client’s Wealth Plan, focusing on capturing 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 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.
• At least 3 years of wealth management/financial advisory/sales/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 a Mortgage Loan Originator under the SAFE Act and a Loan Originator under the Truth in Lending Act; if applicable, registration and additional qualifications are required.

• Securities and life insurance licenses (preferred but not 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.

Yes – not eligible for overtime pay.

Office (in‑office; flexible work arrangement may be available).

Huntington is an Equal Opportunity Employer.