Wealth Management Advisor

Job Summary:Wealth Management Advisor

In the Huntington Private Bank, the Wealth Management Advisor is responsible for creating, implementing, and overseeing comprehensive Wealth Plans for clients with significant assets.

Duties and Responsibilities:

• Builds and maintains relationships with both existing and prospective clients, collaborating with a team of specialists to execute the client’s Wealth Plan while focusing on growing assets under management, loans, and deposits.
• Expands business through active engagement within the local community and connections with external influential networks.
• Delivers exceptional client service to ensure strong retention and loyalty.
• Develops strong partnerships across Huntington’s divisions to enhance client engagement and satisfaction.
• Manages complex client relationships requiring higher-level oversight and attention.
• Maintains knowledge of key compliance and regulatory standards applicable 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 role may qualify as a Mortgage Loan Originator under the SAFE Act and a Loan Originator under the Truth in Lending Act. Additional registration or qualifications may be required if applicable.

Preferred Qualifications:

• Securities and life insurance licenses are preferred but not required.
• Proven success in working with high-net-worth clients and delivering results.
• Demonstrated ability to cultivate and maintain strong client relationships.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities effectively.

The Wealth Management Advisor at Huntington National Bank provides personalized financial guidance and investment strategies to affluent clients. This role includes evaluating clients’ financial objectives, developing tailored wealth management plans, and recommending solutions in areas such as investments, retirement planning, and estate management. Advisors build long-term, trusted relationships to ensure portfolios align with clients’ financial goals, and collaborate with specialists such as tax consultants and estate planners to deliver comprehensive, integrated financial solutions.

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