Private Bank Wealth Strategist – III

Huntington National Bank

. Deliver Huntington Private Bank's intellectual capital to high net worth and complex clients and internal advisors .

Posted 10/6/2026full-timeUnited StatesSeniorLead💰 $102,000 - $208,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in estate planning, tax planning, and financial planning, with a strong focus on delivering tailored solutions to high net worth clients. Proven ability to lead teams, influence stakeholders, and foster collaborative relationships across diverse geographies.

Highest-signal resume keywords

Estate PlanningTax PlanningFinancial PlanningLeadership SkillsJuris Doctorate

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Planning SoftwarePowerPointExcelPlanning ExperienceProblem Solving

Soft Skills

Excellent Communication SkillsRelationship BuildingTeam CollaborationMulti-taskingInfluencing

Certifications & Qualifications

CPACFP

Industry Keywords

High Net Worth ClientsBusiness SuccessionTransactional Advisory

About the role

Key responsibilities & impact

Deliver Huntington Private Bank's intellectual capital to high net worth and complex clients and internal advisors
Partner on new business acquisition and retention/deepening of existing relationships
Develop, implement, and possibly assist in delivering business succession, transactional advisory, estate, and financial plans to high net worth clients
Ensure solutions and advice are applied and delivered effectively and consistently
Ensure advisor expertise across geographies through continuous training
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's Degree
10+ years of (Financial, Private CPA, JD Practice) planning experience
Juris Doctorate, CPA & CFP strongly preferred
Comprehensive knowledge of estate planning, tax planning, and financial planning
Competency with PowerPoint, Excel, and other financial planning software
Excellent verbal and written communication skills
Strong leadership skills and ability to influence
Ability to form strong relationships with internal and external partners
Strong PC skills and Internet Skills
Excellent written and verbal communication skills, including professional grammar and demeanor
Ability to interact effectively with all levels across the organization
Ability to thrive in a collaborative, team–oriented environment
Problem solving skills/ability to handle complex issues
Ability to multi-task and meet tight deadlines

Benefits

Comp & perks

Incentive compensation plan eligibility
Health insurance coverage
Wellness program
Life and disability insurance
Retirement savings plan
Paid leave programs
Paid holidays
Paid time off (PTO)
Flexible work arrangement may be available for certain positions outside the branch network