Huntington National Bank
Private Bank Wealth Advisor III
Huntington National Bank, Birmingham, Alabama, United States, 35275
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Private Bank Wealth Advisor III
role at
Huntington National Bank . Summary:
The Private Bank Wealth Advisor III is the primary client relationship manager in Huntington Private Bank, responsible for developing, delivering, and managing high-net-worth clients' Wealth Plans. Description:
The Private Bank Wealth Advisor III manages client relationships by building trust and providing tailored financial advice. Responsibilities include developing Wealth Plans, acquiring new clients, providing exceptional service, and collaborating across segments to deepen relationships. Duties and Responsibilities: Build relationships with existing and new clients, coordinating with specialists to fulfill Wealth Plans, focusing on assets under management, loans, and deposits. Proactively acquire new business through community engagement and external networks. Provide legendary client service to retain relationships. Strengthen relationships across all Huntington segments. Manage relationships of moderate to high complexity. Ensure compliance with regulatory requirements. Perform other duties as assigned. Basic Qualifications: Bachelor’s Degree. State Life and Health Licenses obtained within 90 days of hire. Minimum 5 years of experience in wealth management, financial advisory, sales, or relationship management for high-net-worth clients. Preferred Qualifications: Securities and life insurance licenses; CFP preferred. Successful experience working with high-net-worth clients. Strong relationship-building skills. Excellent communication skills. Ability to multi-task. Additional Details:
This position may be considered a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act, requiring registration and additional qualifications if applicable. Workplace Type:
Office with flexible arrangements possible, combining in-office and remote work, based on specific roles and team decisions. Huntington is an Equal Opportunity Employer and adheres to a tobacco-free hiring practice.
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Private Bank Wealth Advisor III
role at
Huntington National Bank . Summary:
The Private Bank Wealth Advisor III is the primary client relationship manager in Huntington Private Bank, responsible for developing, delivering, and managing high-net-worth clients' Wealth Plans. Description:
The Private Bank Wealth Advisor III manages client relationships by building trust and providing tailored financial advice. Responsibilities include developing Wealth Plans, acquiring new clients, providing exceptional service, and collaborating across segments to deepen relationships. Duties and Responsibilities: Build relationships with existing and new clients, coordinating with specialists to fulfill Wealth Plans, focusing on assets under management, loans, and deposits. Proactively acquire new business through community engagement and external networks. Provide legendary client service to retain relationships. Strengthen relationships across all Huntington segments. Manage relationships of moderate to high complexity. Ensure compliance with regulatory requirements. Perform other duties as assigned. Basic Qualifications: Bachelor’s Degree. State Life and Health Licenses obtained within 90 days of hire. Minimum 5 years of experience in wealth management, financial advisory, sales, or relationship management for high-net-worth clients. Preferred Qualifications: Securities and life insurance licenses; CFP preferred. Successful experience working with high-net-worth clients. Strong relationship-building skills. Excellent communication skills. Ability to multi-task. Additional Details:
This position may be considered a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act, requiring registration and additional qualifications if applicable. Workplace Type:
Office with flexible arrangements possible, combining in-office and remote work, based on specific roles and team decisions. Huntington is an Equal Opportunity Employer and adheres to a tobacco-free hiring practice.
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