Financial Services Consultant

2 weeks ago


Canonsburg, Pennsylvania, United States Huntington Bancshares, Inc. Full time

Overview:


Embark on a rewarding career path that enables you to make a significant difference in the lives of clients and their families while establishing a prosperous Financial Advisory practice. The Huntington Financial Advisors team is on the lookout for dedicated professionals who are eager to cultivate enduring relationships with both new and existing clients.

Our Financial Advisors collaborate closely with branch personnel to identify client needs and provide the most suitable financial solutions tailored to their immediate and future objectives.


Key Responsibilities:
Accountable for achieving personal production targets and customer service goals across all designated branches and/or client portfolios.

Leverage available tools and resources to enhance a holistic financial planning strategy that considers all assets, objectives, timelines, and risk appetites.

Deliver investment and insurance solutions to clients grounded in a comprehensive financial planning framework that takes into account all assets, objectives, timelines, and risk tolerances.

Regularly mentor branch staff at each location to better understand customer profiles, enabling the identification of both short-term and long-term objectives and the provision of suitable solutions as necessary.

Offer continuous training and sales support to assigned branches to ensure an exceptional customer experience for all clients and potential clients.

Work in partnership with various business lines (Mortgage, Business Banking, Private Banking, etc.) to deliver optimal solutions for all client needs.

Perform additional duties as required.

Essential Qualifications:
High School Diploma
At least 1 year of experience in investment sales
Possession of Series 7, 63, 65/66, and Life and Health Licenses

Preferred Qualifications:
Bachelor's Degree
A minimum of 2-3 years of experience in an investment-related field
Experience in coaching, influencing, and developing team members
Proven track record of surpassing expectations and meeting assigned goals
Strong communication skills with a diverse range of prospects and clients, meticulous attention to detail in documentation, and a commitment to excellence in service and follow-up

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