Private Bank Wealth Advisor II

Huntington National Bank•Chicago, IL

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 wealth plans for high-net-worth clients. The role focuses on building and retaining client relationships, coordinating specialists to address client needs, and capturing assets under management, loans, and deposits. The advisor works with relationships of moderate to high complexity and must be knowledgeable about key compliance and regulatory requirements. This position is designated as office workplace type. 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, in which case registration and additional qualifications are required. The position is exempt from overtime pay. Colleagues may be eligible for applicable incentive compensation and receive benefits including health insurance, a wellness program, life and disability insurance, a retirement savings plan, paid leave programs, paid holidays, and paid time off.

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.

Nice To Haves

Securities and life insurance licenses are preferred but not required.
Demonstrated success working with high-net-worth clients.
Proven ability to build strong client relationships.
Excellent written and verbal communication skills.
Ability to multitask.

Responsibilities

Build relationships with existing and new clients and coordinate specialists to fulfill each client’s Wealth Plan, with a focus on capturing assets under management, loans, and deposits.
Self-acquire new business through active involvement and strong connections 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.
Manage relationships of moderate to high complexity.
Maintain knowledge of key compliance and regulatory requirements.
Perform other duties as assigned.