Private Bank Wealth Advisor IV Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: The Private Bank Wealth Advisor IV at Huntington Private Bank is responsible for managing high-net-worth clients' Wealth Plans. Duties include client relationship management, asset acquisition, and providing exceptional service. Requirements include a Bachelor's Degree and 10 years of experience in wealth management or financial advisory. Preferred qualifications include securities and life insurance licenses. This position is exempt from overtime pay and is primarily office-based with potential for flexible work arrangements.
Job Description
Private Bank Wealth Advisor IV
remote type
Office
locations
Charlotte, NC
time type
Full time
posted on
Posted 12 Days Ago
job requisition id
R0058119
Description
Summary:
The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.
Duties and 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 themunity 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 highplexity.
Knowledgeable on keypliance and regulatory requirements.
Performs other duties as assigned.
Basic Qualifications:
Bachelor’s Degree
At least 10 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 Qualifications:
Securities and life insurance licenses.
Demonstrated success working with high net worth clients.
Proven ability to build strong relationships with clients.
Excellent written and verbalmunication skills.
Ability to multi-task.
Exempt Status:
(Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’rebining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strongmunity, and do their best work. Remote roles will also have the opportunity toe together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice:
Visit Huntington’s Career Web Site for more details.
Note to
Agency Recruiters:
Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
