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Private Bank Wealth Investment Advisor in Cincinnati at Huntington

Date Posted: 2/22/2018

Job Snapshot

Job Description

Responsible for maintaining, servicing, and expanding relationships for a group of moderately, complex, high net worth, Wealth and Investment Management non-fiduciary clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's needs with a strong focus on introductions to Private Banking to develop Primary Bank Relationships. Responsible for providing legendary customer service in order to retain customer relationships. Key OCR position: builds strong relationships across all business segments. Knowledgeable on key compliance and regulatory requirement. Responsible for personal production goals and service objectives for both the Wealth and Investment Management business and Huntington Investment Company. Leverage Financial Planning offering to assess client suitability and appropriate product placement. Has direct reporting responsibility and P&L goals to the Wealth and Investment Regional Manager with Principal Supervision with the Huntington Investment Company.

Basic Qualifications:


• Bachelor's Degree
• 5 or more years experience in Private Banking/Wealth Management or Licensed Investment Advisory
• Series 7, 63, Life and Health Insurance licenses.

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.

Huntington does not accept solicitation from Third Party Recruiters for any position.
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