Private Bank Wealth Strategist III
About The Position
The Wealth Strategist III is responsible for delivering Huntington Private Bank's intellectual capital to high net worth and complex clients and internal advisors. This role involves partnering on new business acquisition and retention/deepening of existing relationships. The strategist will develop, implement, and potentially assist in delivering business succession, transactional advisory, estate, and financial plans to high net worth clients. Ensuring solutions and advice are applied/delivered effectively and consistently, and that advisors' expertise across geographies is maintained through continuous training, are key aspects of this position. The role also includes performing other duties as assigned.
Requirements
- Bachelor's Degree
- 10+ years of (Financial, Private CPA, JD Practice) planning experience
- Competency with PowerPoint, Excel, and other financial planning software
- Excellent verbal and written communication skills
- Strong leadership skills and ability to influence
- Ability to form strong relationships with internal and external partners
- Strong PC skills and Internet Skills
- Excellent written and verbal communication skills, including professional grammar and demeanor
- Ability to interact effectively with all levels across the organization
- Ability to thrive in a collaborative, team –oriented environment
- Problem solving skills/ability to handle complex issues
- Ability to multi-task and meet tight deadlines
Nice To Haves
- Juris Doctorate, CPA & CFP strongly preferred
- Comprehensive knowledge on estate planning, tax planning, and financial planning
Responsibilities
- Delivering The Huntington Private Bank's intellectual capital to high net worth and most clients and internal advisors.
- Partnering on new business acquisition and retention/deepening of existing relationships.
- Developing, implementing and possibly assisting in delivering business succession, transactional advisory, estate, and financial plans to high net worth clients.
- Ensuring solutions and advice are applied/delivered effectively and consistently.
- Ensuring advisors expertise across geographies with continuous training.
- Performs 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)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
