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HFA Direct Financial Advisor-Advice Center

Company: The Huntington National Bank
Location: Charleston
Posted on: June 23, 2022

Job Description:

DescriptionSummary: Serves as a financial advisor for Huntington Financial Advisors (formerly HIC) in a centralized advice center.Duties & Responsibilities:

  • Provides investment advice and financial planning for customers similar to the other Financial Advisors, but will be on phone verses in branches.
  • 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 goals.
  • Incorporates 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 feedback
  • Consistently 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 requirements
  • Completes 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 Diploma
    • 1 or more years of experience in investment sales
    • State Health and Life, Series 6 and 63Additional License Requirements:
      • Series 7 and Series 66 or 63/65 required to be obtained within 120 days of hirePreferred Qualifications:
        • Bachelor's Degree
        • At least 2-3 years of experience in an investments area
        • Experience developing and leveraging relationships with internal partners remotely and/or over the phone
        • Ability 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
        • State Health and Life, Series 7, and Series 66 or 63/65Workplace Type:RemoteEEO/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: The Huntington National Bank, Charleston , HFA Direct Financial Advisor-Advice Center, Accounting, Auditing , Charleston, West Virginia

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