Hybrid Financial Advisor - Build Long-Term Client Plans

Huntington National Bank; Alpharetta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible work arrangement

Job summary

Huntington National Bank's Financial Advisors group seeks professionals to build long-lasting relationships with clients and their families, partnering with branch staff to identify client needs and offer suitable financial solutions for short- and long-term goals.

Responsibilities include achieving personal production goals, leveraging financial planning tools, and delivering investment/insurance solutions while coaching branches to profile customers and deliver a great experience.

Qualifications

• Minimum of 1 year of investment sales experience.
• Holders of Series 7, 63, 65/66 and Life and Health licenses.
• Bachelor's degree preferred or higher.

Responsibilities

• Achieve personal production goals and customer service objectives for assigned branches.
• Utilize tools to build a comprehensive financial planning approach.
• Provide investment/insurance solutions based on client goals and risk tolerances.
• Coach branch staff to profile customers and identify goals.
• Provide ongoing training and sales support to branches for excellent service.
• Partner with Mortgage, Business Banking, Private Bank, etc., to offer integrated solutions.
• Perform other duties as assigned.

Skills

Investment sales

Communication skills

Client relationship building

Education

High School Diploma

Bachelor's Degree

Job description

Huntington National Bank's Financial Advisors group seeks professionals to build long-lasting relationships with clients and their families, partnering with branch staff to identify client needs and offer suitable financial solutions for short- and long-term goals.

Responsibilities include achieving personal production goals, leveraging financial planning tools, and delivering investment/insurance solutions while coaching branches to profile customers and deliver a great experience.