About the role
Description Summary: The Wealth Strategist III is responsible for delivering Huntington Private Bank's intellectual capital to high net worth and complex clients and internal advisors. Duties and Responsibilities: Delivering The Huntington Private Bank's intellectual capital to high net worth and most clients and internal advisors. Partnering on new business acquisition and retention/deepening of existing relationships. Developing, implementing and possibly assisting in delivering business succession, transactional advisory, estate, and financial plans to high net worth clients.
Ensuring solutions and advice are applied/delivered effectively and consistently. Ensuring advisors expertise across geographies with continuous training. Performs other duties as assigned.
Basic Qualifications: Bachelor's Degree 10+ years of (Financial, Private CPA, JD Practice) planning experience Preferred Qualifications: Juris Doctorate, CPA & CFP strongly preferred Comprehensive knowledge on estate planning, tax planning, and financial planning Competency with PowerPoint, Excel, and other financial planning software Excellent verbal and written communication skills Strong leadership skills and ability to influence Ability to form strong relationships with internal and external partners Strong PC skills and Internet Skills Excellent written and verbal communication
skills, including professional grammar and demeanor Ability to interact effectively with all levels across the organization Ability to thrive in a collaborative, team –oriented environment Problem solving skills/ability to handle complex issues Ability to multi-task and meet tight deadlines 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’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. Compensation Range: $102,000 -$208,000 The compensation range represents the anticipated low and high end of the base compensation range for this position.
Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. Welcome to Huntington! At Huntington, we look out for people.
From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people.
Because people are what matter. If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout We endeavor to make this site accessible to any and all users.
If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to HuntingtonCareers@Huntington.com Reasonable Accommodations Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.
EEOC Disclaimer Know Your Rights CA Data Privacy CA Data Privacy Rights Tobacco Disclaimer Tobacco-Free Hiring Practice Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Minimum requirements
- Bachelor's degree with 10+ years of financial, private CPA, or JD planning experience
- Comprehensive knowledge of estate, tax, and financial planning
- Strong verbal/written communication and proficiency in PowerPoint, Excel, and financial planning software
This listing was parsed by AI and may not be complete. Check the official posting on Huntington's site for the most accurate information.