Private Bank Wealth Advisor III

Summary:

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.

• Build relationships with existing and new clients and coordinate 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‑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
• At least 5 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 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 (not eligible for overtime pay)

Workplace Type:
Office. Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in‑office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington is an Equal Opportunity Employer.