Senior Wealth Advisor | Client Growth & Planning

0147 The Huntington Investment Company; Chillicothe (OH); Hybrid; USD 75,000 - 120,000; Full time

Job summary

The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. You will partner with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.

Role involves meeting personal production and service objectives, delivering investment and insurance solutions through a holistic financial planning

Qualifications

• High School Diploma, minimum 1 year of investment sales experience, Series 7, 63, 65/66 and Life and Health Licenses.
• Bachelor's Degree preferred; CFP certification recommended.
• 2-3 years of experience in investments or related area preferred.
• Experience coaching, influencing and developing individuals in a team environment.

Responsibilities

• Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
• Provide investment/insurance solutions to customers based on a comprehensive financial planning approach considering assets, goals, time horizon and risk tolerance.
• Coach branch staff regularly to profile customers and identify short- and long-term goals with appropriate solutions.
• Provide ongoing training and sales support to assigned branches to deliver a great customer experience.
• Partner with Mortgage, Business Banking, Private Bank, and other lines of business to provide clients with the best solutions.

Skills

Investment sales

Coaching

Communication

Team leadership

Education

High School diploma

Bachelor's degree CFP

Job description

The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. You will partner with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.

Role involves meeting personal production and service objectives, delivering investment and insurance solutions through a holistic financial planning