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Wealth Management Specialist

2 weeks ago


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

Huntington National Bank is seeking experienced professionals to join our Financial Advisors team as Financial Advisor Seniors. In this role, you'll work closely with branch staff to identify client needs and develop financial solutions.

Main Responsibilities:
  • Develop and implement financial plans that meet client needs and goals.
  • Provide expert guidance on investment and insurance products.
  • Mentor and train branch staff to improve their skills and knowledge.
  • Collaborate with cross-functional teams to deliver exceptional customer experiences.
Qualifications:
  • High School Diploma or equivalent.
  • At least 1 year of investment sales experience.
  • Relevant professional certifications and licenses.