Senior Financial Consultant

2 weeks ago


Dublin, Ohio, United States Huntington Bancshares, Inc. Full time

Overview:


The Huntington Financial Advisors team is on the lookout for dedicated professionals who are eager to cultivate enduring relationships with both current and prospective clients, stepping into the role of Senior Financial Consultant.

Our Financial Consultants collaborate closely with branch personnel to identify client requirements and propose the most suitable financial strategies for 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 to clients through a holistic financial planning methodology that considers all assets, objectives, timelines, and risk appetites.

Regularly mentor branch staff at each location to enhance customer profiling, helping to uncover both short-term and long-term aspirations and provide fitting solutions as necessary.

Offer continuous training and sales assistance to assigned branches to ensure an exceptional customer experience for all clients and potential clients.

Engage in collaboration with every business line (Mortgage, Business Banking, Private Banking, etc.) to deliver optimal solutions for all client needs.

Perform additional duties as required.

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 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 = not eligible for overtime pay) ( No = eligible for overtime pay)

Workplace Type:


Office 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 further details, please visit Huntington's Career Web Site.

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

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