Financial Advisor

Job Description:Financial Advisor

The Financial Advisor at the Private Bank within Huntington is the primary manager of client relationships, responsible for designing, implementing, and overseeing a comprehensive Wealth Plan for high-net-worth clients.

Duties and Responsibilities:

• Builds and maintains relationships with both existing and prospective clients while collaborating with other specialists to execute the client’s financial plan, focusing on growing assets under management, loans, and deposits.
• Actively expands business by engaging with the community and leveraging external networks and centers of influence.
• Delivers exceptional client service to foster long-term loyalty and retention.
• Develops strong cross-functional relationships within Huntington to enhance overall client experience.
• Manages client relationships of moderate to high complexity with professionalism and expertise.
• Maintains up-to-date knowledge of compliance and regulatory requirements relevant to financial services.
• Performs additional responsibilities as assigned.

Basic Qualifications:

• Bachelor’s Degree.
• Must obtain Life and Health Licenses within the first 90 days of employment.
• Minimum of three years’ experience in wealth management, financial advisory, sales, or relationship management within banking, investment, or insurance services for high or ultra-high-net-worth clients.
• Note: This position may be considered a Mortgage Loan Originator under the SAFE Act and a Loan Originator under the Truth in Lending Act; additional registration and qualifications may be required if applicable.

Preferred Qualifications:

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

A Financial Advisor at Huntington National Bank provides personalized financial guidance and investment strategies to high-net-worth clients. The role involves assessing clients’ financial objectives, creating tailored wealth management plans, and advising on areas such as investments, retirement planning, and estate management. Advisors cultivate long-term, trusted relationships to ensure clients’ portfolios are aligned with their goals, while collaborating with specialists like tax advisors and estate planners to deliver comprehensive, integrated financial solutions.

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