Private Bank Wealth Advisor III - Mount Pleasant, South Carolina

Huntington National Bank • Mount Pleasant, SC

20d • Onsite

About The Position

The Private Bank Wealth Advisor III 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. The role builds relationships with existing and new clients, coordinates specialists to fulfill clients’ plans, and focuses on capturing assets under management, loans, and deposits. It also develops new business through community and external-center-of-influence connections, provides client service to retain relationships, and builds partnerships across Huntington business segments. The position works with relationships of moderate to high complexity and requires knowledge of key compliance and regulatory requirements. Other duties may be assigned.

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

Requirements

• Bachelor’s degree.
• Obtain state Life and Health licenses within 90 days of hire.
• At least 5 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, register and meet additional qualifications for consideration as a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act.

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 and coordinate specialists to fulfill each client’s Wealth Plan, focusing on capturing assets under management, loans, and deposits.
• 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.
• 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