Senior Financial Consultant

Senior Financial Consultant

The Senior Financial Consultant offers specialized financial advice to affluent clients, aiding them in attaining their financial objectives over time. Responsibilities encompass crafting individualized wealth management plans that cover investment strategies, retirement plans, estate arrangements, and risk mitigation. Building enduring client connections, recognizing avenues for expansion, and partnering with in-house experts to furnish all-encompassing financial remedies are integral aspects of the position. Upholding adherence to governing guidelines and internal protocols, all while upholding a reputable and honest image on behalf of the financial institution, is also crucial.

The Huntington Financial Advisors team is looking for dedicated individuals with a strong commitment to establishing enduring connections with new and current clients in order to take on the role of Senior Financial Consultant. Successful candidates will collaborate extensively with branch employees to identify client requirements and provide the most suitable financial options to address their immediate and future objectives.

Duties & Responsibilities:

• Accountable for achieving individual output targets and client satisfaction goals across designated branches or portfolio.
• Assist clients in selecting investment and insurance options by creating a thorough financial plan that considers their entire portfolio, objectives, investment timeframe, and comfort with risk.
• Regularly train branch employees at each site to effectively analyze customers to recognize their immediate and future objectives, offering suitable recommendations when necessary.
• Continuously offer training and sales assistance to designated branches in order to provide excellent customer service to both existing and potential clients.
• Collaborating with all sectors to offer clients optimal solutions for their requirements.
• Carries out additional responsibilities as required.

Basic Qualifications:

• High School Diploma
• At least one year of prior experience in investment sales is required
• Life and Health is essential for financial professionals

Preferred Qualifications:

• Bachelor's Degree
• CFP
• A minimum of 2-3 years of background in the field of investments is required
• Gaining experience in guiding, impacting, and fostering the growth of individuals within a collaborative team setting
• Demonstrated history of surpassing expectations and achieving designated objectives
• Being proficient in engaging with various potential and current clients, meticulousness in documentation, and dedication to providing top-notch service and continued communication

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