The Huntington National Bank
Private Bank Wealth Advisor II
Columbus, Franklin County · Mid
Sponsorship not specifiedDetected 12 days ago
Communication
About the role
- Remote roles will also have the opportunity to come together in our offices for moments that matter.
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.
- Builds strong relationships across all Huntington business segments to deepen client relationships.
- Performs other duties as assigned.
Requirements
- Bachelor's Degree
- At least 3 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.
- If applicable, registration and additional qualifications required.
- Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Nice to have
- Demonstrated success working with high-net-worth clients.
- Excellent written and verbal communication skills.
- Ability to multi-task.
- Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
- Our Approach to Office Workplace Type
- We're combining the best of both worlds: in-office and work from home.
- Specific work arrangements will be provided by the hiring team.
- Huntington is an Equal Opportunity Employer.
Company info
- Our approach enables our teams to deepen connections, maintain a strong community, and do their best work.
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