Private Bank Wealth Advisor II Job at Huntington National Bank, Westlake, OH

a3ZjN0R2aU0wSW5YU204bFNEY2ZjeHFJT0E9PQ==
  • Huntington National Bank
  • Westlake, OH

Job Description

Description Summary: The Private Bank Wealth Advisor II 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. Duties and 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. + Responsible for providing 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 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 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 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. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type 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. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Job Tags

Work at office, Remote work, Work from home, Flexible hours,

Similar Jobs

Praia Health

Travel Occupational Therapist (OT) Job at Praia Health

We are seeking a dedicated Travel Occupational Therapist (OT) to provide high-quality therapy services in Aberdeen, SD, with assignments based in Sioux Falls, SD. Responsibilities Include Assessing patient needs and developing individualized treatment plans Implementing... 

Purple Drive

Data Architect Job at Purple Drive

 ...Role: Data Architect Location: San Francisco, CA Duration: 6 months Data Architecture Strategy o Define and implement enterprise-wide data architecture standards and best practices. o Develop conceptual, logical, and physical data models for complex systems.... 

Crush City Innovations

Entry Level Positions Available | No Experienced Required Job at Crush City Innovations

 ...Crush City Innovations in Houston, TX is hiring entry-level marketing, customer service, and management trainees for immediate openings. This is a full-time, in-person position with comprehensive training, weekly pay, and no prior experience required. We are looking... 

Pacific Aviation

Aircraft Cabin Cleaning Agent Job at Pacific Aviation

 ...Do you take pride in creating clean, welcoming environments? Are you detail-oriented and energized by working in dynamic, fast-paced...  ...dedicated individuals to join our team at Los Angeles International Airport (LAX) as Aircraft Cabin Cleaning Agents! Were Pacific... 

Class A Jobs 411

CDL-A Local Grocery Driver Home Daily Job at Class A Jobs 411

 ...10 for first stop, $15 each additional stop ~ No-touch grocery freight live unload at stores ~ Slip seat 56 days per week , day & night shifts ~ Weekend work required; we work all holidays ~ Must live within 65 miles of ZIP 12095 (Johnstown, NY)...