Senior Private Bank Wealth Strategist for HNW Clients
0101 huntington national bankHewitt, TX
Senior Private Bank Wealth Strategist for HNW Clients
L5
0101 huntington national bankHewitt, TXyesterday
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesHuntington seeks an experienced Wealth Strategist III to deliver the Private Bank's intellectual capital to high net worth clients and internal advisors. The role partners on new business acquisition and deepens existing relationships with customized estate, tax, and financial plans.
You will coordinate across geographies, ensure effective delivery of advice, and drive ongoing training for advisors. This exempt, office-based role offers a competitive compensation package and comprehensive
Apply now
Level
SeniorL5
Location
Hewitt, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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