Private Bank Wealth Advisor II

Huntington National Bank • Traverse City, MI

3d • 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 relationships with existing and new clients and coordinates specialists to fulfill client plans, with a strong focus on capturing assets under management, loans, and deposits. It also involves self-acquiring new business through community and external-center-of-influence connections, providing legendary client service, and building relationships across Huntington business segments to deepen client relationships. The advisor works with relationships of moderate to high complexity and must be knowledgeable about key compliance and regulatory requirements. Other duties may be assigned.

This is an office workplace position. Certain positions outside the branch network may be eligible for flexible arrangements combining in-office and work-from-home time; specific arrangements are provided by the hiring team. The 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.

Requirements

• Bachelor’s degree.
• Obtain State Life and Health Licenses within 90 days of hire.
• At least 3 years of wealth management, financial advisory, sales, or relationship management experience involving banking, investment management, or insurance products and services for high- or ultra-high-net-worth clients.
• If applicable, obtain the registration and additional qualifications required for Mortgage Loan Originators under the SAFE Act and Loan Originators under the Truth in Lending Act.
• Demonstrated success working with high-net-worth clients.
• Proven ability to build strong relationships with clients.
• Excellent written and verbal communication skills.
• Ability to multitask.

Nice To Haves

• CFP certification.
• Securities and life insurance licenses (preferred but not required).

Responsibilities

• Develop, deliver, and manage high-net-worth clients’ Wealth Plans as the primary client relationship manager.
• Build relationships with existing and new clients and coordinate specialists to fulfill client Wealth Plans.
• Focus on capturing assets under management, loans, and deposits.
• Self-acquire new business through community involvement and connections with external centers of influence.
• Provide client service to retain client relationships.
• Build relationships across 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