DescriptionSummary:The Private Bank Wealth Advisor III is the 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 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.Basic Qualifications:Bachelor’s DegreeState Life and Health Licenses required to be obtained within 90 days of hireAt 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 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 verbal communication skills.Ability to multi-task.Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)YesWorkplace Type:OfficeOur Approach to Office Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.Huntington is an Equal Opportunity Employer.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. #J-18808-Ljbffr
Private Bank Wealth Advisor III • Atlanta, GA, United States
Bluerock Wealth Management is an established and successful financial advisory practice which is part of the larger Hightower network.Our practice is an ensemble, where team members collaborate as ... Show more
Houlihan Lokey Investment Banking Associate.NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, a... Show more
Private Bank Wealth Advisor III.The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a ... Show more
AlliedTravelCareers is working with MedPro Healthcare Staffing to find a qualified Occupational Therapist (OT) in Fayetteville, Georgia, 30214!.Joint Commission-certified staffing agency, is seekin... Show more
We are seeking compassionate and dedicated Home Health Aides to provide essential support to individuals in their homes.As a Home Health Aide, you will play a crucial role in assisting clients with... Show more
Location: Griffin - GA - 30223.Work Location: In-person (Home Health).We are seeking compassionate and dedicated Home Health Aides to provide essential support to individuals in their homes.As a Ho... Show more
The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve.Provides leadership, direction, and acco... Show more
The North American Liability team offers a wide range of liability insurance solutions.These include National Accounts Excess, Multinational, Reverse Flow, Environmental Liability and some Primary ... Show more
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sand... Show more
Private Wealth Management (PWM).Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as wel... Show more
Investment Banking Associate / Vice President.Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients.We have a long history ... Show more
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more
This position is responsible for the daily administration of the loan portfolio.The essential functions include:.Maintenance and servicing of the portfolio.Ensuring compliance with SBA, USDA and Ba... Show more
About BackbaseBackbase creates the best digital solutions for financial institutions, enabling superior online and mobile customer experiences.As a global, diverse, fast-growing fintech company, we... Show more
Analyst II Location:Remote in the following states only:AL AK AZ AR CT DE FL GA HI ID IN IA KS KY LA ME MD MI MS MO MT NE NV NH NM NC ND OH OK OR PA RI SC SD TN TX UT VA WV WI WYClearance:None requ... Show more
Exceed The Expectations Of Our Residential Mortgage Borrowers & Business Partners Through Superior Service, Simple Processes, And Effective Communications.We deliver on this mission by empoweri... Show more
GA Private Mortgage Banker (SAFE).Wells Fargo is seeking an GA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.Learn more about our career areas and lines of business at ... Show more
Business Unit:Corporate FinanceIndustry:HealthcareOverviewHoulihan Lokey, Inc.NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to c... Show more
Remote Senior Wealth Advisor - RIA FirmLocation :Remote - Open to candidates nationwideJob Type :Full-time Remote Wealth ManagementAbility to transition $25Min client assets within your first yearA... Show more
Wealth Management Associate - Atlanta, GA (5009) ( 2300003A )Primary Location :UNITED STATES-GA-AtlantaOrganization :Equitable AdvisorsEquitable Advisors is dedicated to making a positive impact in... Show more
