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Investment Solutions Director
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Huntington National Bank is dedicated to delivering exceptional financial solutions to our clients. As a Financial Planning Consultant, you'll be an integral part of our team, working closely with branch staff to identify client needs and develop targeted financial plans.
Key Responsibilities- Analyze client data to identify areas of improvement and create customized financial solutions.
- Develop and maintain strong relationships with clients, understanding their financial goals and aspirations.
- Collaborate with branch staff to identify cross-selling opportunities and drive revenue growth.
- Stay up-to-date with industry trends and regulatory requirements, applying this knowledge to enhance client experiences.
- Bachelor's Degree or equivalent experience.
- Minimum 2-3 years of experience in investments or a related field.
- Strong analytical and communication skills.
