Lead Financial Strategist

2 weeks ago


Blaine, Tennessee, United States Huntington Bancshares Inc. Full time
Position Overview

Summary:

The Huntington Financial Advisors team is in search of dedicated professionals who are eager to cultivate enduring relationships with both current and prospective clients in the role of Senior Financial Advisor. Our Financial Advisors collaborate closely with branch personnel to identify client requirements and provide the most suitable financial strategies to meet 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.
  • Deliver investment and insurance solutions tailored to clients through a holistic financial planning methodology that considers all assets, aspirations, timelines, and risk appetites.
  • Regularly mentor branch personnel in every location to enhance customer profiling, enabling the identification of both short-term and long-term objectives and the provision of fitting solutions.
  • Offer continuous training and sales assistance to assigned branches to ensure an exceptional customer experience for all clients and potential clients.
  • Collaborate with all business lines (Mortgage, Business Banking, Private Banking, etc.) to furnish clients with optimal solutions for their diverse needs.
  • Execute additional responsibilities as assigned.
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
  • 2-3 years of experience in the investment sector
  • Proven experience in coaching, influencing, and developing team members
  • Demonstrated history of surpassing expectations and achieving assigned objectives
  • 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
Exempt Status:
Yes

Workplace Type:

Huntington is an equal opportunity and affirmative action employer, dedicated to providing equal employment opportunities for all individuals regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: For more information, please visit Huntington's Career Web Site.

Agency Statement: Huntington does not accept unsolicited applications from Third Party Recruiters for any position.

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