Senior Financial Advisor — Hybrid/Remote Wealth Planning

Huntington National Bank; Tampa (FL); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Huntington National Bank seeks driven Financial Advisors to build lasting client relationships and expand a comprehensive financial advisory practice. You will partner with branch staff to uncover client needs and deliver tailored financial solutions for short- and long-term goals.

Responsibilities include meeting personal production and service goals, coaching staff, and collaborating with Mortgage, Business Banking and Private Bank teams to serve clients across branches.

Qualifications

• High School Diploma required.
• Minimum 1 year of investment sales experience.
• Series 7, 63, 65/66 and Life and Health Licenses required.

Responsibilities

• Achieve personal production goals and customer service objectives for all assigned branches or book of business.
• Use available tools to build a comprehensive financial planning approach considering assets, goals, time horizon and risk tolerance.
• Provide investment/insurance solutions based on a holistic financial plan.
• Coach branch staff to profile clients and identify goals to provide appropriate solutions.
• Provide ongoing training and sales support to branches to deliver excellent customer experience.
• Partner with Mortgage, Business Banking, Private Bank, and others to meet client needs.

Skills

Investment sales

Financial planning

Client relationships

Communication

Education

High School Diploma

Bachelor's Degree

Job description

Huntington National Bank seeks driven Financial Advisors to build lasting client relationships and expand a comprehensive financial advisory practice. You will partner with branch staff to uncover client needs and deliver tailored financial solutions for short- and long-term goals.

Responsibilities include meeting personal production and service goals, coaching staff, and collaborating with Mortgage, Business Banking and Private Bank teams to serve clients across branches.