Hybrid Financial Advisor – Branch Growth & Planning

0147 The Huntington Investment Company; New Philadelphia (OH); Hybrid; USD 65,000 - 90,000; Full time

Job summary

The Huntington Investment Company is seeking a Financial Advisor to partner with branch staff to uncover client needs and offer financial solutions for short- and long-term goals.

Responsibilities include meeting personal production and service objectives, utilizing a comprehensive financial planning approach, and collaborating with Mortgage, Private Bank, and Business Banking teams to provide best solutions.

Qualifications

• Investment sales experience required.
• Licenses: Series 7, 63, 65/66 and Life and Health.
• Bachelor's degree preferred.

Responsibilities

• Meet personal production goals and customer service objectives for assigned branches.
• Use available tools to build a comprehensive financial planning approach.
• Provide investment/insurance solutions based on comprehensive planning.

Skills

Investment sales experience

Series 7

Series 63

Series 65/66

Life and Health Licenses

Education

High School Diploma

Bachelor's Degree (preferred)

Job description

The Huntington Investment Company is seeking a Financial Advisor to partner with branch staff to uncover client needs and offer financial solutions for short- and long-term goals.

Responsibilities include meeting personal production and service objectives, utilizing a comprehensive financial planning approach, and collaborating with Mortgage, Private Bank, and Business Banking teams to provide best solutions.