Remote Financial Advisor - Client Growth & Planning

Huntington National Bank; Alpharetta (GA); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Huntington National Bank is seeking a licensed Financial Advisor in the National Advice Center (NAC) to support clients in planning for the future with personalized guidance. Responsibilities include meeting production goals, analyzing client needs, and delivering exceptional service.

Qualifications include a high school diploma, 1 year of investment sales experience, and Series 7/63/65/66 licenses. Preference given to candidates with a bachelor’s degree and remote/phone-enabled collaboration

Qualifications

• High school diploma required.
• At least 1 year of investment sales experience.
• Hold Series 7, 63, and 65/66 licenses.
• Strong communication and client service skills.

Responsibilities

• Meet personal production goals and service objectives through targeted inbound and outbound calls.
• Analyze client financial needs and recommend appropriate products by phone or web.
• Deliver engaging client experiences addressing financial and service needs.
• Develop relationships with branch partners to identify investment opportunities.
• Ensure compliance with firm policies and regulatory requirements.

Skills

Investment sales

Client relationships

Phone outreach

Regulatory compliance

Education

Series 7, Series 63, Series 65/66 licenses

Bachelor’s degree

Tools

CRM software

Job description

Summary:

The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.

Description

Summary:

The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.

As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.

Duties & Responsibilities

• Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
• Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
• Deliver an engaging client experience to effectively take care of our client's financial and service needs.
• Is proactive with consistent partner communication.
• Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
• Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
• Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
• Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
• Consistently meets service level agreements on referral contact and follow-up.
• Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
• Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
• Completes all assigned firm and regulatory training and continuing education by required deadlines.
• Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
• Performs other duties as assigned
  
  
  

Basic Qualifications

• HS Diploma
• 1 or more years of experience in investment sales
• State Health and Life, Series 7, Series 63 and 65/66
  
  
  

Preferred Qualifications

• Bachelor’s Degree
• At least 2-3 years of experience in an investments area
• Experience developing and leveraging relationships with internal partners remotely and/or over the phone
• 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
  
  
  

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

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

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.