wealth management advisor

German American Bank

<div><p><b>Job Title:</b> Senior Wealth Advisor</p>
<p></p><p><b>Summary of Duties and Responsibilities:</b></p><p>
As a <b>Senior </b><b>Wealth Advisor</b>, your passion for helping others comes to life in identifying and reaching your client&rsquo;s wealth goals and objectives through a comprehensive understanding of their estate, income, tax, philanthropic and other planning needs. In this role, you will collaborate with our team to develop business, manage relationships with clients, professional advisors (namely attorneys and accountants), and other key players, and lead sales efforts. You will support your clients with financial counsel, guiding them through financial management in the many stages of their lives, and so much more.</p><p><b>
What You'll Do:</b></p><ul><li><b>
A Day in the Life</b> &ndash; Your focus will be consulting with and advising your clients (individuals, corporations and not-for-profits) in meeting their current and future financial goals. You will determine the client&rsquo;s wants, tailoring a strategy that utilizes the appropriate financial products and services to bring those wants to life, while maintaining the appropriate amount of risk for the client&rsquo;s unique needs. An essential element of your role will be to develop new relationships and business, as well as maintain and grow existing relationships and business, through your active engagement within the community, collaboration with banking and non-banking partners, and strategic partnerships with various centers of influence.</li></ul><p><b>
What It Takes:</b></p><ul><li>
Certified Financial Planner desired</li><li>
Certified Trust and Fiduciary Advisor</li><li>
 Ability to travel as needed</li><li>
Proven ability to generate new business revenue</li><li>
Knowledge of Estate Planning, Financial Planning, Investments, and Fiduciary Management</li><li>
15+ years&rsquo; experience in wealth management</li><li>
Experience in and willingness to provide training, coaching, and guidance to junior team members</li><li>
 Ability to: communicate effectively as an expert in the wealth management field (written and verbally). Writes and reviews articles for internal and external publications and is interviewed for articles in trade and general publications and other media.</li><li>
Ability to deliver in-market educational presentations to internal and external audiences (prospects, clients, and professional advisors)</li></ul><p><b>
What we can offer you</b>:</p><ul><li>
Medical, dental, vision, STD, LTD, Life insurance, etc.</li><li>
25 days paid time off, 11 paid holidays and bereavement leave</li><li>
Education assistance</li><li>
Paid parental bonding</li><li>
Wellness benefits</li><li>
Life event coverage</li><li>
Service awards</li><li>
Financial benefits including 401(k) match, stock purchase plan and more</li><li>
Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping</li><li>
Logo wear discounts</li><li>
Free checking account, checks and discounted bank services</li></ul><p></p><p><b><br>
This position will be located at:</b></p><p><br>
21 SE 3rd St<br>
Evansville, Indiana, 47708<br>
United States</p><br>
<p></p><p><b>About Us:</b></p>
<p>German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.</p></div>

Senior Wealth Advisor

Rockefeller Capital Management

<div>About Rockefeller Capital Management:
<div>
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025.</div>
Position:
<div><b>
About Rockefeller Private Office</b>
<br>
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals &ndash; including wealth planners, tax advisors, estate attorneys, and other experts &ndash; who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.</div><div></div><div><b><br>
Position</b>
<br>
The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial planning needs, acting as their dedicated go-to advisor for comprehensive financial guidance. You will craft and implement bespoke wealth plans covering income tax optimization, cash flow management, estimated tax payments, multi-generational wealth transfer and estate planning, charitable giving, risk management, employee benefits, and overall financial strategy. As part of the Rockefeller Private Office team, you won&rsquo;t operate in isolation &ndash; you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP&reg; professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country&rsquo;s most sophisticated families and individuals, leveraging Rockefeller&rsquo;s legendary legacy and resources to help clients preserve and grow their wealth across generations.</div>
Responsibilities:
<ul><li><b>Customized Wealth Planning on a Quarterly Cadence:</b> Engage in deep discovery to understand each client&rsquo;s values, goals, and complex financial situations. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate &amp; wealth transfer strategies, ensuring advice is aligned with clients&rsquo; long-term objectives.</li><li><b>
Client Relationship Management</b>: Serve as the primary financial planning advisor for a select portfolio of 20-25 UHNW clients (generally $25MM+ net worth). Maintain regular, proactive contact &ndash; including leading quarterly client meetings &ndash; to review plan progress, adjust strategies, and address new planning needs as clients&rsquo; lives and goals evolve. Act as the dedicated point of contact for all financial planning matters, including rapid responsiveness to client inquiries.</li><li><b>
Collaborative Advisory Partnership:</b> Partner closely with Rockefeller Private Advisors (financial advisors) to identify client needs and business opportunities. Work together to formulate and present integrated solutions that strengthen and deepen client relationships. Collaborate with internal specialists across the Rockefeller Private Office - you&rsquo;ll be experienced and strong in a number of areas, and where you aren&rsquo;t you&rsquo;ll draw on your team members that include estate attorneys, tax strategists, investment professionals, insurance consultants, and family office service experts.</li><li><b>
Comprehensive Planning &amp; Advice:</b> Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Ensure each plan optimizes the preservation and growth of wealth across generations and addresses both personal and business considerations for entrepreneurial clients.</li><li><b>
Client Presentations: </b>Effectively communicate complex financial concepts in a clear, confident, and relatable manner. Present comprehensive wealth plans and recommendations to clients and their families in meetings, ensuring understanding and facilitating informed decision making. Tailor communication to be actionable and aligned with each client&rsquo;s level of financial sophistication.</li><li><b>
Follow-Through Collaboration:</b> You follow through on the details/take things to fruition for the client working with internal and external partners including portfolio managers, trust services, legal counsel, accountants, and outside tax advisors to coordinate the execution of financial strategies.</li><li><b>
Practice Development:</b> Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm&rsquo;s planning capabilities. Support marketing and business development efforts by representing the Private Office&rsquo;s planning expertise in client events, seminars, and thought leadership content.</li></ul>
Qualifications:
<ul><li>Education: Bachelor&rsquo;s degree required. Juris Doctor (JD), Certified Public Accountant (CPA) strongly preferred.</li><li>
Experience: 10+ years of experience in financial planning or tax planning, particularly for high-net-worth and ultra-high-net worth clients. Demonstrated success managing a portfolio of complex client relationships (e.g., maintaining 20+ client relationships on an ongoing basis) with a focus on clients in the $25MM+ net worth segment.</li><li>
Technical Expertise: Tax planning, tax projections, wealth transfer strategies, financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas. Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.</li></ul>
Skills:
<ul><li>Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines</li><li>
Excellent communication skills on complex matters, both written and oral</li><li>
Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to create detailed financial plans, projections, and presentations. Able to quickly adapt to new technologies and tools that enhance the planning process.</li><li>
Enthusiastic and positive approach to problem-solving and client service</li><li>
Strong collaboration and partnership skills</li><li>
Ability to manage a team and delegate tasks</li></ul>
Disclosure:
<div>
Rockefeller &amp; Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, &ldquo;Rockefeller&rdquo;) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Senior Wealth Planner

<div>About Rockefeller Capital Management:
<div>
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025.</div>
Position:
<div><b>
About Rockefeller Private Office</b>
<br>
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals &ndash; including wealth planners, tax advisors, estate attorneys, and other experts &ndash; who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.</div><div></div><div><b><br>
Position</b>
<br>
The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial planning needs, acting as their dedicated go-to advisor for comprehensive financial guidance. You will craft and implement bespoke wealth plans covering income tax optimization, cash flow management, estimated tax payments, multi-generational wealth transfer and estate planning, charitable giving, risk management, employee benefits, and overall financial strategy. As part of the Rockefeller Private Office team, you won&rsquo;t operate in isolation &ndash; you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP&reg; professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country&rsquo;s most sophisticated families and individuals, leveraging Rockefeller&rsquo;s legendary legacy and resources to help clients preserve and grow their wealth across generations.</div>
Responsibilities:
<ul><li><b>Customized Wealth Planning on a Quarterly Cadence:</b> Engage in deep discovery to understand each client&rsquo;s values, goals, and complex financial situations. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate &amp; wealth transfer strategies, ensuring advice is aligned with clients&rsquo; long-term objectives.</li><li><b>
Client Relationship Management:</b> Serve as the primary financial planning advisor for a select portfolio of 20-25 UHNW clients (generally $25MM+ net worth). Maintain regular, proactive contact &ndash; including leading quarterly client meetings &ndash; to review plan progress, adjust strategies, and address new planning needs as clients&rsquo; lives and goals evolve. Act as the dedicated point of contact for all financial planning matters, including rapid responsiveness to client inquiries.</li><li><b>
Collaborative Advisory Partnership:</b> Partner closely with Rockefeller Private Advisors (financial advisors) to identify client needs and business opportunities. Work together to formulate and present integrated solutions that strengthen and deepen client relationships. Collaborate with internal specialists across the Rockefeller Private Office - you&rsquo;ll be experienced and strong in a number of areas, and where you aren&rsquo;t you&rsquo;ll draw on your team members that include estate attorneys, tax strategists, investment professionals, insurance consultants, and family office service experts.</li><li><b>
Comprehensive Planning &amp; Advice:</b> Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Ensure each plan optimizes the preservation and growth of wealth across generations and addresses both personal and business considerations for entrepreneurial clients.</li><li><b>
Client Presentations:</b> Effectively communicate complex financial concepts in a clear, confident, and relatable manner. Present comprehensive wealth plans and recommendations to clients and their families in meetings, ensuring understanding and facilitating informed decision making. Tailor communication to be actionable and aligned with each client&rsquo;s level of financial sophistication.</li><li><b>
Follow-Through Collaboration:</b> You follow through on the details/take things to fruition for the client working with internal and external partners including portfolio managers, trust services, legal counsel, accountants, and outside tax advisors to coordinate the execution of financial strategies.</li><li><b>
Practice Development:</b> Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm&rsquo;s planning capabilities. Support marketing and business development efforts by representing the Private Office&rsquo;s planning expertise in client events, seminars, and thought leadership content.</li></ul>
Qualifications:
<ul><li>Bachelor&rsquo;s degree required. Juris Doctor (JD), Certified Public Accountant (CPA) strongly preferred.</li><li>
10+ years of experience in financial planning or tax planning, particularly for high-net-worth and ultra-high-net worth clients. Demonstrated success managing a portfolio of complex client relationships (e.g., maintaining 20+ client relationships on an ongoing basis) with a focus on clients in the $25MM+ net worth segment.</li><li>
Tax planning, tax projections, wealth transfer strategies, financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas. Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.</li></ul>
Skills:
<ul><li>Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines</li><li>
Excellent communication skills on complex matters, both written and oral</li><li>
Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to create detailed financial plans, projections, and presentations. Able to quickly adapt to new technologies and tools that enhance the planning process.</li><li>
Enthusiastic and positive approach to problem-solving and client service</li><li>
Strong collaboration and partnership skills</li><li>
Ability to manage a team and delegate tasks</li></ul>
Compensation Range:
<div>
The anticipated base salary range for this role is $200,000 to $225,000. Base salary for the role will depend on several factors, including a candidate&rsquo;s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
</div>Disclosure:
<div>
Rockefeller &amp; Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, &ldquo;Rockefeller&rdquo;) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

<div>About Rockefeller Capital Management:
<div>
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025.</div>
Position:
<div><b>
About Rockefeller Private Office</b>
<br>
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals &ndash; including wealth planners, tax advisors, estate attorneys, and other experts &ndash; who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.</div><div></div><div><b><br>
Position</b>
<br>
The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial planning needs, acting as their dedicated go-to advisor for comprehensive financial guidance. You will craft and implement bespoke wealth plans covering income tax optimization, cash flow management, estimated tax payments, multi-generational wealth transfer and estate planning, charitable giving, risk management, employee benefits, and overall financial strategy. As part of the Rockefeller Private Office team, you won&rsquo;t operate in isolation &ndash; you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP&reg; professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country&rsquo;s most sophisticated families and individuals, leveraging Rockefeller&rsquo;s legendary legacy and resources to help clients preserve and grow their wealth across generations.</div>
Responsibilities:
<ul><li><b>Customized Wealth Planning on a Quarterly Cadence:</b> Engage in deep discovery to understand each client&rsquo;s values, goals, and complex financial situations. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate &amp; wealth transfer strategies, ensuring advice is aligned with clients&rsquo; long-term objectives.</li><li><b>
Client Relationship Management:</b> Serve as the primary financial planning advisor for a select portfolio of 20-25 UHNW clients (generally $25MM+ net worth). Maintain regular, proactive contact &ndash; including leading quarterly client meetings &ndash; to review plan progress, adjust strategies, and address new planning needs as clients&rsquo; lives and goals evolve. Act as the dedicated point of contact for all financial planning matters, including rapid responsiveness to client inquiries.</li><li><b>
Collaborative Advisory Partnership:</b> Partner closely with Rockefeller Private Advisors (financial advisors) to identify client needs and business opportunities. Work together to formulate and present integrated solutions that strengthen and deepen client relationships. Collaborate with internal specialists across the Rockefeller Private Office - you&rsquo;ll be experienced and strong in a number of areas, and where you aren&rsquo;t you&rsquo;ll draw on your team members that include estate attorneys, tax strategists, investment professionals, insurance consultants, and family office service experts.</li><li><b>
Comprehensive Planning &amp; Advice:</b> Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Ensure each plan optimizes the preservation and growth of wealth across generations and addresses both personal and business considerations for entrepreneurial clients.</li><li><b>
Client Presentations:</b> Effectively communicate complex financial concepts in a clear, confident, and relatable manner. Present comprehensive wealth plans and recommendations to clients and their families in meetings, ensuring understanding and facilitating informed decision making. Tailor communication to be actionable and aligned with each client&rsquo;s level of financial sophistication.</li><li><b>
Follow-Through Collaboration:</b> You follow through on the details/take things to fruition for the client working with internal and external partners including portfolio managers, trust services, legal counsel, accountants, and outside tax advisors to coordinate the execution of financial strategies.</li><li><b>
Practice Development:</b> Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm&rsquo;s planning capabilities. Support marketing and business development efforts by representing the Private Office&rsquo;s planning expertise in client events, seminars, and thought leadership content.</li></ul>
Qualifications:
<ul><li>Bachelor&rsquo;s degree required. Juris Doctor (JD), Certified Public Accountant (CPA) strongly preferred.</li><li>
10+ years of experience in financial planning or tax planning, particularly for high-net-worth and ultra-high-net worth clients. Demonstrated success managing a portfolio of complex client relationships (e.g., maintaining 20+ client relationships on an ongoing basis) with a focus on clients in the $25MM+ net worth segment.</li><li>
Tax planning, tax projections, wealth transfer strategies, financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas. Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.</li></ul>
Skills:
<ul><li>Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines</li><li>
Excellent communication skills on complex matters, both written and oral</li><li>
Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to create detailed financial plans, projections, and presentations. Able to quickly adapt to new technologies and tools that enhance the planning process.</li><li>
Enthusiastic and positive approach to problem-solving and client service</li><li>
Strong collaboration and partnership skills</li><li>
Ability to manage a team and delegate tasks</li></ul>
Disclosure:
<div>
Rockefeller &amp; Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, &ldquo;Rockefeller&rdquo;) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Huntington Bank

<div><h1 class="jobSectionHeader"><b>Description</b></h1><p><b>
Summary:
</b></p><p>The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client&rsquo;s Wealth Plan.</p><p></p><p><b>
Duties and Responsibilities:
</b></p><ul><li>Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client&rsquo;s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.</li><li>
Self-acquires new business by being active and well connected in the community and with external centers of influence.</li><li>
Responsible for providing legendary client service to retain client relationships.</li><li>
Builds strong relationships across all Huntington business segments to deepen client relationships.</li><li>
Works with relationships of moderate to high complexity.</li><li>
Knowledgeable on key compliance and regulatory requirements.</li><li>
Performs other duties as assigned.</li></ul><p></p><p><b>
Basic Qualifications:
</b></p><ul><li>Bachelor&rsquo;s Degree</li><li>
State Life and Health Licenses required to be obtained within 90 days of hire</li><li>
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.</li><li>
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.
</li></ul><p></p><p><b>Preferred Qualifications:
</b></p><ul><li>Securities and life insurance licenses.</li><li>
Demonstrated success working with high net worth clients.</li><li>
Proven ability to build strong relationships with clients.</li><li>
Excellent written and verbal communication skills.</li><li>
Ability to multi-task.</li></ul><p><b><br>
Exempt Status: (Yes</b> = not eligible for overtime pay) (<b>No</b> = eligible for overtime pay)</p>
Yes<p></p><p><b>
Workplace Type:</b></p>
Office<p></p><p>
Our Approach to <b>Office </b>Workplace Type</p><p></p><p>
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;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.</p><p></p><p>
Huntington is an Equal Opportunity Employer.</p><p></p><p>
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.</p><p></p><p><b>
Note to Agency Recruiters: </b>Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</p></div>

Private Bank Wealth Advisor III

Forvis Mazars

<div><div><div><div>Requisition Number2236483</div></div></div><div><div><div><div><b>
Description &amp; Requirements</b>
<br>
<br>
FORVIS Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists senior wealth management advisors in working with high-net-worth families in our FORVIS Private Client practice.
<br>
<br>
How you will contribute:
<br>
<ul><li>Supporting a Wealth Management team of advisors serving affluent families
</li><li>Assisting families in creating comprehensive wealth management strategies including:
</li></ul>
<br>
<ul><li>Financial Planning
</li><li>Retirement Planning
</li><li>Investment Management
</li><li>Education Planning
</li><li>Estate &amp; Legacy Planning
</li><li>Survivor Assistance
</li></ul>
<br>
<ul><li>Develop/maintain in-depth expertise and global knowledge of wealth management services
</li><li>Actively support business development activities to identify, pursue &amp; acquire new clients
</li></ul><br>
We are looking for people who have Forward Vision and:
<br>
<ul><li>An individual who is a self-starter
</li><li>Passionate about serving clients
</li><li>Familiarity with the financial planning process
</li><li>Ability to effectively communicate with clients and simplify the complex
</li><li>The ability to work in a team environment
</li><li>Ability to travel as needed
</li><li>Ability to coordinate &amp; work on multiple, concurrent client projects &amp; complete assignments with minimal supervision
</li></ul>
<br>
Minimum Qualifications:
<br>
<ul><li>Bachelor's degree is required: Financial planning degree preferred
</li><li>Completed coursework in order to be eligible to sit for the CFP exam
</li></ul>
<br>
Preferred Qualifications:
<br>
<ul><li>Certified Financial Planner (CFP) designation
</li><li>Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.</li></ul></div></div></div></div><div><div><div><div><p>
With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.</p>
<p>We nurture a deep understanding of our clients&rsquo; industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.</p>
<p><i>About Forvis Mazars, LLP</i></p>
<p><i>Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm&rsquo;s 7,000 dedicated team members provide an Unmatched Client Experience&reg; through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.</i></p>
<p><i>Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.</i><br>
<i>It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.</i></p>
<p><i>Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.</i><br>
<i>Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.</i></p></div></div></div></div></div><p></p>

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