Current jobs related to Personal Financial Solutions Expert - Elm Grove, Wisconsin - Huntington National Bank

  • Financial Solutions Professional

    6 days ago

    Elm Grove, Wisconsin, United States beBee Careers Full time

    Job DescriptionBachelor's degree or equivalent work experience required.Seven or more years of relevant experience in business banking or a related field.In this role, you will have access to an expansive set of products and solutions to serve your business clients' needs. You will be responsible for assessing and attending to clients' banking needs,...

  • Financial Solutions Expert

    3 days ago

    Cottage Grove, Wisconsin, United States beBee Careers Full time

    About This OpportunityWe are seeking a highly skilled professional to fill the role of Micro Business Lender. As a key member of our team, you will be responsible for developing and maintaining strong relationships with business members and providing tailored financial solutions to meet their unique needs.Responsibilities and ExpectationsCultivate...

  • Commercial Banking Expert Advisor

    6 days ago

    Elm Grove, Wisconsin, United States beBee Careers Full time

    Key ResponsibilitiesBlding and developing new and existing relationships with business clients.Providing expert financial guidance and advice to clients.Assessing and attending to clients' banking needs.You will also have the opportunity to work effectively with individuals and groups across the company to manage customer relationships and deliver financial...

  • HFA Financial Advisor Senior

    3 weeks ago

    Elm Grove, Wisconsin, United States Huntington National Bank Full time

    Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their...

  • HFA Financial Advisor Senior

    3 days ago

    Elm Grove, Wisconsin, United States Huntington National Bank Full time

    Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their...

  • Financial Advisor

    2 weeks ago

    Cottage Grove, Wisconsin, United States LPL Financial Holdings, Inc. Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Cottage Grove, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model...

  • Investment Advisor Leader

    1 week ago

    Elm Grove, Wisconsin, United States Huntington National Bank Full time

    Job DescriptionPartner with branch staff to understand client needs and provide tailored financial solutions.Develop and implement strategies to achieve personal production goals and customer service objectives.Foster strong relationships with clients, leveraging a comprehensive financial planning approach to meet their short-term and long-term...

  • Financial Services Advisor

    5 days ago

    Cottage Grove, Wisconsin, United States beBee Careers Full time

    We are seeking an exceptional financial services advisor to join our team. In this role, you will work closely with small business owners to understand their financial needs and provide expert guidance on how to achieve their goals. As a financial services advisor, you will be responsible for building relationships, analyzing financial data, and developing...

  • Business Banking Relationship Manager Lead

    6 days ago

    Elm Grove, Wisconsin, United States beBee Careers Full time

    About the RoleWe are seeking a highly skilled Business Banking Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with our business clients, providing them with expert financial guidance and advice to help them achieve their goals.

  • Business Banking Relationship Manager 4

    6 days ago

    Elm Grove, Wisconsin, United States U.S. Bank Full time

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

Personal Financial Solutions Expert

2 weeks ago

Elm Grove, Wisconsin, United States Huntington National Bank Full time
Financial Advisor Senior Job Summary

Huntington National Bank is seeking experienced professionals to join our Financial Advisors team as Financial Advisor Seniors. This role involves working closely with branch staff to identify client needs and develop financial solutions.

Main Responsibilities:
  • Develop and implement financial plans that meet client needs and goals.
  • Provide expert guidance on investment and insurance products.
  • Mentor and train branch staff to improve their skills and knowledge.
  • Collaborate with cross-functional teams to deliver exceptional customer experiences.
Requirements:
  • High School Diploma or equivalent.
  • At least 1 year of investment sales experience.
  • Relevant professional certifications and licenses.