Private Bank Wealth Advisor III
Description
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.
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.
Annual salary range: $102,000.00 - $208,000.00
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Applications Accepted Through:
04/02/2025Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled.
Workplace Type:
OfficeOur 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. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
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 various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, 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 and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Are you ready to take your career to the next level as a Private Bank Wealth Advisor III with Huntington? Located in the vibrant city of Denver, CO, this role places you at the forefront of managing high-net-worth client relationships. You’ll be responsible for creating and overseeing comprehensive Wealth Plans tailored to each client's unique needs, capturing assets under management, and fostering long-term client loyalty. Here at Huntington, we believe in the power of relationships, which is why you’ll have the opportunity to collaborate with specialists across various segments of the bank, ensuring that you deliver legendary client service. Your proactive approach in networking and building connections within the community will be key to acquiring new business. While you’ll be juggling multiple relationships that come with moderate to high complexity, your sound understanding of compliance and regulatory requirements will help you navigate the financial landscape with ease. If you have at least five years of experience in wealth management or financial advisory for high or ultra-high net worth clients, we want to hear from you! Join us at Huntington, where your talents will shine in an environment that encourages both in-office collaboration and flexible work arrangements. Don’t miss the chance to be part of a company that supports professional growth and recognizes your contributions with competitive salaries and a robust benefits package.
Subscribe to Rise newsletter
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
Sign up for our weekly
newsletter of fresh jobs
