Sine 1866, Huntington National Bank has served midwestern communities with banking and financial services for consumers and businesses of all sizes. The regiona
Dedicated Financial Advisor – Advice Center
Location
North Carolina + 3 moreAll locations: North Carolina | Michigan | Minnesota | Pennsylvania
Posted
2 days ago
Salary
$52K - $101K / year
Seniority
Junior
Job Description
Dedicated Financial Advisor – Advice Center
Huntington National Bank
• Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions. • Analyze client financial needs and recommend appropriate products via phone and web-based delivery. • Deliver an engaging client experience to effectively take care of our client's financial and service needs. • Is proactive with consistent partner communication. • Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals. • Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes. • Consistently communicates with clients to provide ongoing financial advice and guidance. • Leads assigned branch teams on activities to achieve specific branch investment targets. • Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback • Consistently meets service level agreements on referral contact and follow-up. • Responsible for business development through branch partner relationships, as well as proactive inbound/outbound calling activities to achieve assigned growth goals as defined by HFA Management Team. • Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements • Completes all assigned firm and regulatory training and continuing education by required deadlines. • Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients • Performs other duties as assigned
Job Requirements
- HS Diploma
- 1 or more years of experience in investment sales
- State Health and Life, Series 7, Series 63 and 65/66
- Bachelor’s Degree (Preferred)
- At least 2-3 years of experience in an investments area (Preferred)
- Experience developing and leveraging relationships with internal partners remotely and/or over the phone
- Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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