Private Bank Wealth Advisor III jobs in United States
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Huntington National Bank · 7 hours ago

Private Bank Wealth Advisor III

Huntington National Bank is seeking a Private Bank Wealth Advisor III, who will be the primary client relationship manager responsible for developing and managing high-net-worth clients' Wealth Plans. The role involves building client relationships, providing exceptional service, and coordinating with specialists to fulfill clients' financial needs.

Asset ManagementFinanceFinancial Services
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H1B Sponsor Likelynote

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

Qualification

Wealth management experienceClient relationship managementState LifeHealth LicensesSecurities licensesMulti-taskingCommunication skills

Required

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

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

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services.

H1B Sponsorship

Huntington National Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (120)
2024 (118)
2023 (84)
2022 (114)
2021 (67)
2020 (48)

Funding

Current Stage
Public Company
Total Funding
$1.75B
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO

Leadership Team

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Donnell White
Senior Vice President - Chief Inclusion Officer
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Dontae Noel
Emerging Payments & Platforms Strategy
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Company data provided by crunchbase