Private Bank Wealth Advisor III - Beechwood

Location: Beachwood, Ohio, United States; workplace type: Office

Company

hirify.global provides private banking and wealth management 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 to fulfill wealth plans.
• Focus on capturing assets under management, loans, and deposits.
• Acquire new business through community involvement and relationships with external centers of influence.
• Provide client service and build relationships across Huntington business segments to retain and deepen client relationships.
• Manage relationships of moderate to high complexity while following key compliance and regulatory requirements.

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 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.
• Certain positions outside the branch network may be eligible for a flexible arrangement combining in-office and work-from-home time.
• Exempt position and not eligible for overtime pay.
• Equal opportunity and tobacco-free hiring practices.