Private Bank Wealth Advisor II

Huntington National Bank • Chicago, IL

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 fulfill Wealth Plans, and focuses on capturing assets under management, loans, and deposits. The position works with relationships of moderate to high complexity and requires knowledge of key compliance and regulatory requirements. This is an office workplace position. Specific work arrangements will be provided by the hiring team; some positions outside the branch network may be eligible for flexible arrangements combining office and work-from-home time.

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 involving banking, investment management, or insurance products and services for high- or ultra-high-net-worth clients.
• If considered a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act, applicable registration and additional qualifications are required.

Nice To Haves

• 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 multitask.

Responsibilities

• Build relationships with existing and new clients.
• Coordinate the involvement of other specialists to fulfill clients’ Wealth Plans, 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 Huntington business segments to deepen client relationships.
• Work with relationships of moderate to high complexity.
• Maintain knowledge of key compliance and regulatory requirements.
• Perform other duties as assigned.

Benefits

• Health insurance coverage.
• Wellness program.
• Life and disability insurance.
• Retirement savings plan.
• Paid leave programs.
• Paid holidays.
• Paid time off (PTO).
• Eligible to participate in an applicable incentive compensation plan.

What This Job Offers

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