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Investment Solutions Advisor
2 months ago
Overview:
Join a rewarding career path that enables you to make a significant difference in the lives of clients and their families while establishing a thriving Financial Advisory practice. The Huntington Financial Advisors team is looking for dedicated professionals who are eager to foster enduring relationships with both new and existing clients.
Our Financial Advisors collaborate closely with branch personnel to identify client needs and present the most suitable financial solutions tailored to 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.
Leverage available tools and resources to enhance a holistic financial planning strategy that considers all assets, objectives, timelines, and risk appetites.
Deliver investment and insurance solutions to clients based on a thorough financial planning framework that encompasses all assets, objectives, timelines, and risk profiles.
Regularly mentor branch staff at each location to improve customer profiling, enabling the identification of both short-term and long-term goals and the provision of suitable solutions as required.
Offer continuous training and sales assistance to assigned branches to ensure an exceptional customer experience for all clients and potential clients.
Work in partnership with all business lines (Mortgage, Business Banking, Private Banking, etc.) to deliver optimal solutions for clients' diverse needs.
Other duties 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
A minimum of 2-3 years of experience in the investment sector
Experience in coaching, influencing, and developing team members
Proven track record of surpassing expectations and meeting assigned goals
Strong communication skills with a diverse range of prospects and clients, meticulous attention to detail in documentation, and a commitment to service excellence and follow-up.
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