Remote Financial Advisor - Advice Center

Huntington Bank; Cincinnati (OH); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Huntington Bank is seeking a dedicated HFA Dedicated Financial Advisor for the Advice Center. You will provide investment guidance and comprehensive financial planning to clients via phone, supporting personal production goals and service objectives.

The role emphasizes proactive outreach, client relationship development, and regulator-compliant practices. Responsibilities include analyzing client needs, recommending suitable products, and coordinating with branch teams to drive investment

Qualifications

• HS Diploma required.
• 1+ years of experience in investment sales preferred.
• Bachelor’s Degree preferred; appropriate licenses required.
• Experience developing relationships remotely and/or over the phone is preferred.

Responsibilities

• Meet personal production goals and client service objectives through inbound and outbound calls.
• Analyze client financial needs and recommend investment products via phone and web delivery.
• Provide ongoing financial advice and guidance; maintain compliant records and documentation.
• Collaborate with branch partners to identify investment and insurance opportunities for clients.

Skills

Investment sales

Client service

Phone communication

Attention to detail

Time management

Education

HS Diploma

Bachelor’s Degree

Series 7/63/65/66 licenses

Job description

Huntington Bank is seeking a dedicated HFA Dedicated Financial Advisor for the Advice Center. You will provide investment guidance and comprehensive financial planning to clients via phone, supporting personal production goals and service objectives.

The role emphasizes proactive outreach, client relationship development, and regulator-compliant practices. Responsibilities include analyzing client needs, recommending suitable products, and coordinating with branch teams to drive investment