Huntington National Bank Financial Advisor National Advice Center in Columbus, Ohio
National Advice Center – Financial Advisor
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 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
1 or more years of experience in investment sales
State Health and Life, Series 7, Series 63 and 65/66
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
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity
Tobacco-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
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At Huntington, we see it as our responsibility to look out for people. There’s a common bond that connects us all as humans, and together, we can make this world better. An amazing thing happens when we look out for each other. Even helping someone in a small way can have a huge impact. It’s the idea at the core of Huntington and one we’re trying to spread.
Our colleagues look out for people by doing the right thing with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values –simple but powerful. If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit http://huntington.com/lookingoutforeachother.
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