Huntington National Bank
Private Bank Wealth Advisor IV
Huntington National Bank, Chicago, Illinois, United States, 60290
Summary
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.
Description 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.
Duties And Responsibilities
Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Self-acquires new business by being active and well connected in the community and with external centers of influence.
Responsible for providing legendary client service to retain client relationships.
Builds strong relationships across all Huntington business segments to deepen client relationships.
Works with relationships of moderate to high complexity.
Knowledgeable on key compliance and regulatory requirements.
Performs other duties as assigned.
Basic Qualifications
Bachelor’s Degree
State Life and Health Licenses required to be obtained within 90 days of hire
At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
Preferred Qualifications
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 multi-task.
Exempt Status Yes = not eligible for overtime pay; No = eligible for overtime pay
Workplace Type Office
Our approach to Office Workplace Type: Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Remote roles may also come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range 102,000.00 - 208,000.00 USD Annual
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. Huntington provides a variety of benefits including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays, and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Note: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to Huntington colleagues will be considered Huntington property.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking, Financial Services, and Investment Banking
Chicago, IL
#J-18808-Ljbffr
Description 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.
Duties And Responsibilities
Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Self-acquires new business by being active and well connected in the community and with external centers of influence.
Responsible for providing legendary client service to retain client relationships.
Builds strong relationships across all Huntington business segments to deepen client relationships.
Works with relationships of moderate to high complexity.
Knowledgeable on key compliance and regulatory requirements.
Performs other duties as assigned.
Basic Qualifications
Bachelor’s Degree
State Life and Health Licenses required to be obtained within 90 days of hire
At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
Preferred Qualifications
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 multi-task.
Exempt Status Yes = not eligible for overtime pay; No = eligible for overtime pay
Workplace Type Office
Our approach to Office Workplace Type: Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Remote roles may also come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range 102,000.00 - 208,000.00 USD Annual
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. Huntington provides a variety of benefits including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays, and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Note: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to Huntington colleagues will be considered Huntington property.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking, Financial Services, and Investment Banking
Chicago, IL
#J-18808-Ljbffr