Lead Wealth Management Advisor
2 weeks ago
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, stepping into the role of Senior Financial Consultant. Our advisors collaborate closely with branch personnel to identify client requirements and present 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 recommendations to clients through a holistic financial planning framework that considers all assets, objectives, timelines, and risk appetites.
- Regularly mentor branch staff in every location to enhance customer profiling, thereby identifying both short-term and long-term aspirations and offering tailored solutions as necessary.
- Provide continuous training and sales assistance to assigned branches to ensure an exceptional customer experience for all clients and potential clients.
- Collaborate with various business lines (Mortgage, Business Banking, Private Banking, etc.) to offer clients optimal solutions for their diverse needs.
- Undertake additional responsibilities as assigned.
- High School Diploma or equivalent.
- A minimum of 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 experience in an investment-related field.
- Experience in coaching, influencing, and developing team members.
- Proven track record of surpassing expectations and meeting established goals.
- Strong communication skills with a diverse range of clients, meticulous attention to detail in documentation, and a commitment to excellence in service and follow-up.
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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