Private Bank Wealth Advisor II

Huntington National Bank • Traverse City, MI

1d • Onsite

About The Position

The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank, responsible for developing, delivering, and managing high-net-worth clients’ Wealth Plans. The role builds and maintains client relationships, coordinates specialists to address clients’ needs, and focuses on capturing assets under management, loans, and deposits. It serves relationships of moderate to high complexity and requires knowledge of key compliance and regulatory requirements. Other duties may be assigned.

Requirements

• Bachelor’s degree.
• State Life and Health Licenses must be obtained within 90 days of hire.
• At least 3 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.
• If applicable, registration and additional qualifications are required because the position may be considered a Mortgage Loan Originator under the SAFE Act and a Loan Originator under the Truth in Lending Act.

Nice To Haves

• CFP.
• Securities and life insurance licenses are 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.

Responsibilities

• Build relationships with existing and new clients and coordinate the involvement of other specialists to fulfill each 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.
• Manage relationships of moderate to high complexity.
• Maintain knowledge of key compliance and regulatory requirements.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level