Private Bank Wealth Advisor II

Location: Grand Rapids, MI, United States; Workplace Type: Office

Company

hirify.global provides private banking and wealth management services.

What you will do

• Develop, deliver, and manage wealth plans for high-net-worth clients.
• Build relationships with existing and prospective clients and coordinate specialists across the bank.
• Grow assets under management, loans, and deposits through client relationship development.
• Acquire new business through community involvement and external centers of influence.
• Retain client relationships through high-quality service and manage moderately to highly complex relationships.
• Follow key compliance and regulatory requirements.

Requirements

• Bachelor’s degree.
• At least three years of experience in wealth management, financial advisory, sales, or relationship management involving banking, investment management, or insurance products and services for high- or ultra-high-net-worth clients.
• State life and health licenses must be obtained within 90 days of hire.
• Strong written and verbal communication, relationship-building, and multitasking skills.
• Registration and additional qualifications may be required if the role is considered a Mortgage Loan Originator under the SAFE Act or a Loan Originator under the Truth in Lending Act.

Nice to have

• Securities and life insurance licenses.
• Demonstrated success working with high-net-worth clients.

Culture & Benefits

• Full-time, exempt position.
• Huntington is an equal opportunity employer.
• Certain positions may be eligible for flexible work arrangements, with specific arrangements confirmed by the hiring team.