Financial Services Advisor

Financial Services Advisor

In the capacity of a Financial Services Advisor, one delivers expert financial counsel to clients with substantial assets, assisting them in reaching their extended financial aspirations. The position requires formulating customized strategies for wealth management that include investment tactics, retirement schemes, estate structuring, and risk supervision. By establishing and nurturing enduring relationships with clients, pinpointing prospects for growth, and cooperating with internal specialists, comprehensive financial solutions are presented. Alongside, strict conformity with regulatory mandates and internal guidelines is maintained, coupled with the embodiment of professionalism and ethical conduct on behalf of the institution.

Professionals interested in joining the Huntington Financial Advisors group as a Financial Services Advisor should possess a deep-seated enthusiasm and determination for cultivating enduring relationships with both new and existing clients. The primary responsibility of Financial Services Advisors is to work closely with branch personnel in order to discover client needs and deliver the most fitting financial solutions to help them achieve their short and long-term financial goals.

Duties & Responsibilities:

• In charge of meeting personal productivity milestones and ensuring customer service standards are met within assigned branches or clientele.
• Offer investment and insurance recommendations tailored to individual customers through a holistic financial planning strategy that evaluates their assets, financial goals, time horizon, and risk appetite.
• Frequently educate branch team members across all locations on how to assess customers to pinpoint short and long-term aspirations, delivering relevant assistance as required.
• Deliver consistent training and sales guidance to allocated branches to ensure a positive customer experience for all individuals engaging with the company.
• Working across each department to deliver clients with top-notch solutions for their needs.
• Completes tasks as delegated by superiors.

Basic Qualifications:

• High School Diploma
• A minimum of twelve months of investment sales background is preferred
• Life and Health licenses are crucial credentials in the finance and insurance industries

Preferred Qualifications:

• Bachelor's Degree
• CFP
• Candidates must possess at least 2-3 years of experience in investments
• Developing expertise in mentoring, persuading, and nurturing team members in a group dynamic
• Proven track record of going above and beyond set goals and targets consistently
• Skill in interacting with a diverse clientele, precision in handling paperwork, and a strong dedication to delivering exceptional service with continuous follow-up

Apply Now