Senior Financial Advisor - Branch - Remote

Overview

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. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.

In Short

• Responsible for personal production goals and customer service objectives for assigned branches.
• Provide investment/insurance solutions based on comprehensive financial planning.
• Coach branch staff to better profile customers and identify their goals.
• Provide ongoing training and sales support to deliver a great customer experience.
• Partner with various lines of business to provide clients with best solutions.
• Minimum of 1 year of investment sales experience required.
• Series 7, 63, 65/66 and Life and Health Licenses are preferred.
• Ability to communicate effectively with a wide range of prospects and clients.
• Commitment to excellence in service and follow up.
• Workplace type is office with flexible work arrangements available.

Requirements

• High School Diploma required.
• Bachelor's Degree preferred.
• 2-3 years of experience in an investments area preferred.
• Experience in coaching and developing individuals in a team environment.
• Track record of exceeding expectations and assigned goals.

Benefits

• Health insurance coverage.
• Wellness program.
• Life and disability insurance.
• Retirement savings plan.
• Paid leave programs, holidays, and PTO.