Senior Financial Advisor: Remote & Client Impact

0147 The Huntington Investment Company; Sarasota (FL); Hybrid; USD 80,000 - 120,000; Full time

Job summary

The Huntington Investment Company in Florida is seeking a Financial Advisor to help clients meet their short- and long-term goals through comprehensive financial planning. You will collaborate with branch staff to uncover client needs, provide investment and insurance solutions, and deliver superior service across multiple locations.

Ideal candidates bring at least 1 year of investment sales experience and relevant securities licenses.

Qualifications

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

Responsibilities

• Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
• Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance.
• Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
• Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
• Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
• Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.

Skills

Investment sales

Client relationship

Financial planning

Coaching

Education

High School Diploma

Bachelor's Degree

Job description

The Huntington Investment Company in Florida is seeking a Financial Advisor to help clients meet their short- and long-term goals through comprehensive financial planning. You will collaborate with branch staff to uncover client needs, provide investment and insurance solutions, and deliver superior service across multiple locations.

Ideal candidates bring at least 1 year of investment sales experience and relevant securities licenses.