HFA Financial Advisor - Branch
Company: Huntington Bancshares
Location: Waterford
Posted on: July 27, 2022
Job Description:
Description Welcome to a career opportunity that allows you to
impact the daily lives of clients and their families while building
a successful Financial Advisory practice!The Huntington Financial
Advisors group seeks professionals with the passion and drive to
build long-lasting relationships with both existing and new
clients. 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.Duties &
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.
- Performs other duties as assigned. Basic Qualifications:
- High School Diploma
- Minimum of 1 year of investment sales experience
- Series 7, 63, 65/66 and Life and Health Licenses Preferred
Qualifications:
- Bachelor's Degree
- At least 2-3 years of experience in an investments area
- Experience coaching, influencing and developing individuals in
a team environment
- Track record of exceeding expectations as well as assigned
goals and targets
- 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 Workplace Type:
Office EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual
Orientation/Gender IdentityTobacco-Free Hiring Practice: Visit
Huntington's Career Web Site for more details.Agency Statement:
Huntington does not accept solicitation from Third Party Recruiters
for any position
Keywords: Huntington Bancshares, Waterford , HFA Financial Advisor - Branch, Accounting, Auditing , Waterford, Michigan
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