Senior Private Wealth Strategist for HNW Clients
huntingtonChicago, IL
Senior Private Wealth Strategist for HNW Clients
huntingtonChicago, ILSenior L5
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)Huntington is seeking a Wealth Strategist III to deliver the bank's intellectual capital to high net worth clients and internal advisors. The role focuses on partnering on new business, developing comprehensive financial plans, and ensuring consistent, high-quality advisory delivery across geographies.
The position requires a strong track record in financial planning, leadership, and cross-team collaboration, with experience in estate and tax planning.
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Level
Senior L5
Location
Chicago, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
6 days ago