Senior Financial Advisor - 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 the most appropriate financial solutions for their short-term and long-term goals.

In Short

• Responsible for personal production goals and customer service objectives.
• Provide investment/insurance solutions based on comprehensive financial planning.
• Coach branch staff to better profile customers.
• Provide ongoing training and sales support to branches.
• Partner with various lines of business to provide best solutions.
• Perform other duties as assigned.

Requirements

• High School Diploma.
• Minimum of 1 year of investment sales experience.
• Series 7, 63, 65/66 and Life and Health Licenses.
• Bachelor's Degree preferred.
• 2-3 years of experience in an investments area.
• Experience in coaching and developing individuals.
• Track record of exceeding goals and targets.
• Effective communication skills.

Benefits

• Flexible work arrangement options.
• Opportunity to deepen connections and maintain community.
• Supportive internal culture.
• Commitment to employee well-being.