Investment Advisor

Job Description:Investment Advisor

The Investment Advisor within the Private Bank at Huntington is responsible for managing client relationships and overseeing the strategy, implementation, and monitoring of comprehensive Wealth Plans for high-net-worth clients.

Duties and Responsibilities:

• Builds and maintains relationships with existing and prospective clients, coordinating with specialized professionals to achieve the client’s Wealth Plan goals, with a focus on growing assets under management, facilitating loans, and securing deposits.
• Expands business opportunities by actively engaging with the community and cultivating connections with external centers of influence.
• Provides exceptional client service to maintain long-term relationships and client loyalty.
• Develops strong partnerships across Huntington’s business units to strengthen client engagement.
• Manages complex and high-value client relationships effectively and professionally.
• Maintains knowledge of key compliance and regulatory guidelines relevant to financial services.
• Performs additional responsibilities as assigned.

Basic Qualifications:

• Bachelor’s Degree.
• Life and Health Licenses must be obtained within the first 90 days of employment.
• At least three years of experience in wealth management, financial advisory, sales, or relationship management serving high or ultra-high-net-worth clients in banking, investment, or insurance sectors.
• This position may be classified as a Mortgage Loan Originator under the SAFE Act or a Loan Originator under the Truth in Lending Act; registration and additional qualifications may be required if applicable.

Preferred Qualifications:

• Securities and life insurance licenses are preferred but not required.
• Proven success in working with affluent clients.
• Demonstrated ability to build and maintain long-lasting client relationships.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities efficiently.

The Investment Advisor at Huntington National Bank provides tailored financial guidance and investment strategies to high-net-worth clients. This role involves evaluating clients’ financial objectives, creating personalized wealth management plans, and recommending solutions in areas such as investments, retirement planning, and estate management. Investment Advisors cultivate strong, long-term relationships to ensure portfolios are optimized and aligned with clients’ financial goals while collaborating with specialists such as tax advisors and estate planners to deliver comprehensive, integrated services.

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