Wealth Advisor II - Private Bank

Huntington National Bank • Flint, 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 a high-net-worth client’s Wealth Plan. The advisor works with relationships of moderate to high complexity and focuses on capturing assets under management, loans, and deposits while coordinating specialists to meet client needs. The role also requires knowledge of key compliance and regulatory requirements. This office-based position may be considered a Mortgage Loan Originator under the SAFE Act and a Loan Originator under the Truth in Lending Act; registration and additional qualifications are required if applicable. Huntington describes flexible arrangements as potentially available for certain positions, with specific arrangements provided by the hiring team.

Requirements

• Bachelor’s degree.
• At least 3 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.

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 relationships with clients.
• Excellent written and verbal communication skills.
• Ability to multitask.

Responsibilities

• Build relationships with existing and new clients and coordinate other specialists to fulfill each client’s Wealth Plan, 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.
• 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