Private Bank Wealth Advisor III

Location: Dallas Uptown; office-based workplace.

Company

hirify.global provides private banking and wealth management services.

What you will do

• Develop, deliver, and manage wealth plans for high-net-worth clients as the primary relationship manager.
• Build relationships with existing and new clients and coordinate specialists supporting each wealth plan.
• 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, deepen relationships across Huntington business segments, and manage moderately to highly complex relationships.
• Apply key compliance and regulatory requirements and perform other assigned duties.

Requirements

• Bachelor’s Degree.
• State Life and Health Licenses required within 90 days of hire.
• 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.
• The role may be considered a Mortgage Loan Originator under the SAFE Act and a Loan Originator under the Truth in Lending Act; registration and additional qualifications are required if applicable.

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

• Full-time, exempt position.
• Office workplace arrangement in Dallas Uptown.
• Certain positions outside the branch network may be eligible for flexible arrangements combining office and remote work; specific arrangements are provided by the hiring team.
• Equal opportunity employer and tobacco-free hiring practice.