Financial Advisor - National Advice Center

Company: Huntington
Location: Bowling Green
Posted on: June 7, 2021

Job Description:

Location: Remote - Ohio Location: Remote - Michigan Location: Remote - Pennsylvania Description National Advice Center " Financial AdvisorNote: This position allows the selected candidate to sit remotely within the current Huntington footprint (IN, IL, MI, OH, KY, WV, PA).The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the Financial Advisor with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment. The ideal candidate will be responsible for: Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.Analyze client financial needs and recommend appropriate products via phone and web-based delivery.Deliver an engaging client experience to effectively take care of our client's financial and service needs.Is proactive with consistent partner communication.Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial corporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedbackConsistently meets service level agreements on referral contact and follow-up.Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirementsCompletes all assigned firm and regulatory training and continuing education by required deadlines.Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients Basic Qualifications: HS Diploma1 or more years of experience in investment salesState Health and Life, Series 7, Series 63 and 65/66 Preferred Qualifications: Bachelors DegreeAt least 2-3 years of experience in an investments areaExperience developing and leveraging relationships with internal partners remotely and/or over the phoneAbility to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender IdentityTobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

Keywords: Huntington, Bowling Green , Financial Advisor - National Advice Center, Other , Bowling Green, Kentucky