Private Bank Wealth Advisor IV

Location: Beachwood, Ohio, United States. Workplace type: Office.

Company

hirify.global provides private banking and financial services for 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 internal specialists.
• Grow assets under management, loans, and deposits.
• Acquire new business through community involvement and external centers of influence.
• Provide client service, strengthen relationships across Huntington business segments, and manage moderately to highly complex relationships.
• Follow key compliance and regulatory requirements.

Requirements

• Bachelor’s degree.
• At least 10 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.
• State life and health licenses must be obtained within 90 days of hire.
• Strong written and verbal communication skills and the ability to multitask.
• 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.
• Proven ability to build strong client relationships.

Culture & Benefits

• Full-time, exempt position and not eligible for overtime pay.
• Office-based work environment.
• Equal opportunity employer.
• Tobacco-free hiring practice.