Private Banking Wealth Advisor III

Location: St Paul, MN, United States. Workplace type: Office.

Company

hirify.global provides private banking and financial services to high-net-worth clients.

What you will do

• Develop, deliver, and manage comprehensive wealth plans for high-net-worth clients.
• Build relationships with existing and prospective clients while coordinating internal specialists.
• Grow assets under management, loans, and deposits through client relationship development.
• Acquire new business through community involvement and external centers of influence.
• Provide high-quality client service and strengthen relationships across Huntington business segments.
• Manage relationships of moderate to high complexity and follow key compliance and regulatory requirements.

Requirements

• Bachelor’s degree.
• At least five 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.
• The role may require registration and additional qualifications as a Mortgage Loan Originator under the SAFE Act and the Truth in Lending Act.

Nice to have

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

Culture & Benefits

• Office-based work environment with potential flexible arrangements for certain positions, subject to hiring team confirmation.
• Health insurance, wellness programs, life and disability insurance, and retirement savings plans.
• Paid leave, paid holidays, and paid time off.
• Eligible participation in an applicable incentive compensation plan.