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Financial Services Professional

2 weeks ago


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

Huntington National Bank seeks professionals to become Financial Advisor Senior. Our team partners with branch staff to identify client needs and provide financial solutions.

Key Responsibilities:
  • Meet personal production goals and customer service objectives for assigned branches.
  • Provide investment and insurance solutions based on comprehensive financial planning approaches.
  • Coach branch staff in identifying customer goals and providing appropriate solutions.
  • Ongoing training and sales support to deliver excellent customer experiences.
Required Qualifications:
  • High School Diploma.
  • Minimum 1 year of investment sales experience.
  • Series 7, 63, 65/66 and Life and Health Licenses.