HFA Financial Advisor - Branch

Huntington Bancshares Inc Canal Winchester , OH 43110

Posted 7 months ago


Huntington Financial Advisor.6442

Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice!

The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.

What you do:

  • Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.

  • Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.

  • Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.

  • Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.

  • Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc) to provide clients with best solutions for all their needs.

Basic Qualifications:

  • Bachelor's Degree

  • Minimum of 1 year of investment sales experience

  • Series 7, 63, 65/66 and Life and Health Licenses

Preferred Qualifications:

  • At least 2-3 years of experience in an investments area

  • Experience coaching, influencing and developing individuals in a team environment

  • Track record of exceeding expectations as well as assigned goals and targets

  • Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

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HFA Financial Advisor - Branch

Huntington Bancshares Inc