Senior Private Bank Wealth Strategist for HNW Clients

0101 huntington national bankHewitt, TX

2 days ago

Occupations

Personal Financial Advisors Financial and Investment Analysts Investment Fund Managers

Industries

Portfolio Management and Investment Advice Trust, Fiduciary, and Custody Activities Miscellaneous Financial Investment Activities

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About the role

Huntington 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

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JOB OVERVIEW

Experience level

Senior

Location

Hewitt, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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