Private Bank Wealth Advisor II

Location: Charleston, WV; office-based

Company

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

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 supporting their wealth plans.
• 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, retain relationships, and deepen connections across Huntington business segments.
• Manage relationships of moderate to high complexity while following compliance and regulatory requirements.

Requirements

• Bachelor’s degree.
• At least 3 years of experience in wealth management, financial advisory, sales, or relationship management.
• Experience serving high- or ultra-high-net-worth clients in banking, investment management, or insurance products and services.
• Securities and life insurance licenses.
• State Life and Health Licenses must be obtained within 90 days of hire.
• Strong written and verbal communication, relationship-building, and multitasking skills.

Culture & Benefits

• Office workplace with a focus on in-person collaboration and community.
• Some positions may be eligible for flexible work arrangements; specific arrangements are determined by the hiring team.
• Equal opportunity employer.
• Exempt position and not eligible for overtime pay.