Private Bank Wealth Advisor III (Wealth Management)

Location: Mount Pleasant, South Carolina, United States; office-based.

Company

hirify.global provides private banking and financial services across banking, investment management, lending, and insurance.

What you will do

• Develop, deliver, and manage wealth plans for high- and ultra-high-net-worth clients.
• Build relationships with existing and new clients while coordinating specialists across Huntington business segments.
• Grow assets under management, loans, and deposits through client relationship development.
• Acquire new business through community involvement and relationships with external centers of influence.
• Provide client service focused on retaining relationships and manage relationships of moderate to high complexity.
• Apply knowledge of key compliance and regulatory requirements and perform other assigned duties.

Requirements

• Bachelor’s degree.
• At least 5 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.
• If applicable, registration and additional qualifications are required for consideration as a Mortgage Loan Originator under the SAFE Act and 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.
• Proven ability to build strong client relationships.
• Excellent written and verbal communication skills.
• Ability to multitask.

Culture & Benefits

• Office-based workplace arrangement.
• The organization combines in-office and work-from-home practices for certain positions outside its branch network; specific arrangements are provided by the hiring team.
• Equal opportunity employer.
• Tobacco-free hiring practice.