Senior Financial Consultant
2 weeks ago
Overview
Summary:
The Huntington Financial Advisors team is on the lookout for dedicated professionals who are passionate about fostering enduring client relationships to step into the role of Senior Financial Consultant. This position entails collaborating closely with branch personnel to gain insights into client requirements and deliver tailored financial strategies to meet their aspirations.
Key Responsibilities:
- Achieve personal production targets and uphold customer service standards for designated branches or client portfolios
- Provide investment and insurance recommendations grounded in thorough financial planning
- Guide branch personnel in effectively recognizing and fulfilling customer objectives
- Deliver training and assistance to branches to enhance the customer experience
- Work in conjunction with other business units to present clients with comprehensive solutions
- Carry out additional assigned tasks
- High School Diploma
- At least 1 year of experience in investment sales
- Possession of Series 7, 63, 65/66, and Life and Health Licenses
- Bachelor's Degree
- 2-3 years of investment experience
- Background in coaching and team development
- Demonstrated success in surpassing targets
- Excellent communication skills and meticulous attention to detail
Workplace Type: Office
Huntington is an equal opportunity employer dedicated to diversity and inclusion. Tobacco-Free Hiring Practice in place.
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