Private Bank Wealth Strategist III
On-site · United States
Core
Delivering Huntington Private Bank's intellectual capital to high net worth and complex clients and internal advisors.
Role type
Senior Private Bank Wealth Strategist
Builds
Business succession, transactional advisory, estate, and financial plans for high net worth clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Estate planning, Tax planning, Business succession planning, Relationship management, Strategic advisory
Preferred skills
Juris Doctorate, CPA, CFP, Advanced Excel/PowerPoint, Complex issue resolution
Technologies
PowerPoint, Excel, Financial planning software
Responsibilities
Partner on new business acquisition and retention, Develop and implement financial plans, Ensure effective delivery of solutions, Provide continuous training to advisors
Seniority
Senior, hands-on IC