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Private Bank Wealth Advisor II
| Company | Huntington Bancshares |
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| Location | Denver, CO, USA |
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| Salary | $77000 – $154000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level |
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Requirements
- Bachelor’s Degree
- State Life and Health Licenses required to be obtained within 90 days of hire
- At least 3 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.
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.
Preferred Qualifications
- Securities and life insurance licenses preferred but not required.
- 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.
