2 insurance advisor community branch network jobs found in Farmers Branch

Description Summary: 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’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...

Description Job Summary: As a Treasury Management Advisor III – Tribal Government & Indian Country, you will serve as a strategic, trusted advisor to Native American Tribal nations, Tribally-owned enterprises, and related entities. You will lead sophisticated treasury management engagements tailored to the unique financial, cultural, sovereignty, and regulatory environments of tribal communities. This role manages the full sales cycle across cash management, liquidity, payments, card, and merchant services—spanning prospecting, consultative discovery, solution design, proposal development, contract negotiation, and implementation oversight. This role requires demonstrated expertise working within Indian Country, a deep understanding of Tribal governance structures, and the ability to navigate federal regulations, grant funding, sovereignty considerations, and Tribal economic development initiatives This...