HFA Financial Advisor
Company: Huntington Bancshares Inc
Posted on: June 6, 2021
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
What you do:
- 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 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
- Responsible for partnering with every line of business
(Mortgage, Business Banking, Private Bank, etc) to provide clients
with best solutions for all their needs.
- Bachelor's Degree
- Minimum of 1 year of investment sales experience
- Series 7, 63, 65/66 and Life and Health Licenses
- 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
Tobacco-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 Inc, Naperville , HFA Financial Advisor, Other , Naperville, Illinois
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