Financial Services Advisor

7 days ago


Michigan, United States Huntington National Bank Full time
About the Role

Huntington National Bank is seeking a highly skilled Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing expert financial guidance and investment advice to our clients.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Provide personalized financial planning and investment advice to clients, including retirement planning, estate planning, and wealth management.
  • Analyze client financial data and make recommendations to optimize their financial portfolios.
  • Stay up-to-date on market trends and economic conditions to provide informed investment advice to clients.
  • Collaborate with internal partners to identify new business opportunities and develop strategies to achieve sales goals.
  • Ensure compliance with all relevant laws, regulations, and industry standards.
  • Participate in ongoing training and professional development to enhance knowledge and skills.
Requirements
  • Bachelor's degree in a related field, such as finance, economics, or business.
  • At least 2-3 years of experience in investment sales or a related field.
  • State Health and Life, Series 7, Series 63 and 65/66 licenses.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.


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