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Private Bank Wealth Advisor III

Huntington National Bank at a glance

huntington.com
  • Founded 1866
  • Employees 11000
  • Ticker HBAN
HBAN 17.46 USD -1.52%
  • Revenue (FY2025) $1.56B
  • Net income $2.21B

Investor research: Yahoo Finance · SEC filings

Huntington National Bank

Huntington National Bank seeks a Private Bank Wealth Advisor III to lead high-net-worth client relationships in Birmingham, Jefferson County. In this full-time position, you'll serve as the primary relationship manager in our Private Bank, developing and executing comprehensive wealth plans while coordinating our specialists to deliver exceptional service to affluent clients.

About the Role

As a Private Bank Wealth Advisor III, you are the cornerstone of client relationships within Huntington's Private Bank division. You'll take ownership of each client's financial journey, building trust and understanding their complex needs, then orchestrating our team of specialists—including investment advisors, tax strategists, and estate planners—to deliver integrated wealth solutions. This role combines deep client engagement with sophisticated financial advisory, positioning you to make meaningful impact on clients' long-term prosperity.

What You'll Do

  • Develop and manage comprehensive wealth plans tailored to high-net-worth clients' goals and circumstances
  • Serve as the lead advisor and primary point of contact for a portfolio of established and prospective clients
  • Identify client needs and coordinate specialized advisory services across investments, tax planning, estate strategy, and lending
  • Cultivate deep client relationships through regular consultation and proactive financial guidance
  • Collaborate with internal specialists to structure integrated solutions addressing wealth preservation, growth, and transfer
  • Maintain knowledge of financial markets, tax law, and estate planning strategies relevant to affluent households

What We're Looking For

  • Proven experience in wealth advisory, private banking, or high-net-worth client management
  • Strong understanding of investment products, tax planning, and estate strategies
  • Excellent communication skills and ability to explain complex financial concepts clearly
  • Demonstrated success building and maintaining long-term client relationships
  • Self-directed mindset with ability to manage multiple client relationships and coordinate cross-functional teams
  • Relevant professional credentials (CFP, CFA, or similar) preferred

About Huntington National Bank

Huntington is a leading financial services provider serving clients across the United States. Our Private Bank division specializes in comprehensive wealth management for high-net-worth individuals and families, combining sophisticated advisory expertise with personalized service.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

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Birmingham is a city and metropolitan borough in the West Midlands County, of England. It is the largest local authority district in England by population and the second-largest city in Britain – commonly referred to as the second city of the United Kingdom – with a population of 1.2 million people in the city proper in 2024. Birmingham borders the Black Country to its west and, together with the city of Wolverhampton and towns including Walsall, West Bromwich, Dudley and Solihull, forms the West Midlands conurbation. The Royal Town of Sutton Coldfield is incorporated within the city limits to

England is a country that is part of the United Kingdom. It is located on the island of Great Britain, of which it covers about 62%, and more than 100 smaller adjacent islands. England shares a land border with Scotland to the north and another land border with Wales to the west, and is surrounded by the North Sea to the east, the English Channel to the south, the Celtic Sea to the south-west, and

  • Elevation 114m (374 ft)

Source: Wikipedia (state)

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