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Private Bank Wealth Advisor IV

Huntington Bank · Chicago, IL · Full time

Posted Mar 4, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Where has your new business come from over the last two years?

What they are checking: Whether they self-source clients through community ties and centers of influence, as the role requires.

Tell me about a client relationship you saved when it was close to leaving.

What they are checking: Whether they can retain clients through attentive service and honest problem-solving.

How do you build trust with a client's attorney or CPA so they refer to you?

What they are checking: Whether they know how to earn referrals from professionals by being useful to their clients.

What would you do

A business owner client is selling their company next year. Which specialists would you bring in, and when?

What they are checking: Whether they can coordinate tax, trust, investment and lending specialists around a major liquidity event.

A client wants a large loan to buy a second home and also wants to move their investments to us. How do you structure the conversation?

What they are checking: Whether they can handle lending and investment needs together while respecting credit and compliance rules.

A client's adult children are pressuring them to make a large gift you think is unwise. What do you do?

What they are checking: Whether they protect clients from possible financial exploitation while respecting their choices.

How do you work with commercial bankers to find private banking clients?

What they are checking: Whether they build partnerships across business segments to deepen relationships.

About the work

Walk me through how you build a Wealth Plan for a new high-net-worth client.

What they are checking: Whether they have a real process for understanding goals, assets and risks before recommending anything.

How do you grow assets under management, loans and deposits in the same relationship without it feeling like product pushing?

What they are checking: Whether they deepen relationships by meeting real needs across the balance sheet.

What compliance rules shape how you work with private bank clients?

What they are checking: Whether they understand suitability, KYC and the SAFE Act loan originator requirements the role may carry.

Practice this interview out loud.

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The full job description

As published by Huntington Bank.

Description Summary: The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: • Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. • Self-acquires new business by being active and well connected in the community and with external centers of influence. • Responsible for providing legendary client service to retain client relationships. • Builds strong relationships across all Huntington business segments to deepen client relationships. • Works with relationships of moderate to high complexity. • Knowledgeable on key compliance and regulatory requirements. • Performs other duties as assigned. Basic Qualifications: • Bachelor’s Degree • State Life and Health Licenses required to be obtained within 90 days of hire • At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. • NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required. Preferred Qualifications: • Securities and life insurance licenses. • Demonstrated success working with high net worth clients. • Proven ability to build strong relationships with clients. • Excellent written and verbal communication skills. • Ability to multi-task. Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 102,000.00 - 208,000.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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