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Full-time
Elkins, WV 26241
Updated 30+ days ago
Description

Responsible for personal production goals and customer service objectives for all assigned branches. Works closely with all branch staff (licensed and non-licensed) to help identify investment and / or insurance opportunities to help customers with their long-term goals. Coach bankers as needed to better profile customers in order to identify needs and provide appropriate solutions. Provide ongoing coaching, product / sales training and sales support to assigned branches in order to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with different lines of business (Mortgage, Business Banking, Private Bank, etc) to provide clients with best solutions for all their needs. Provides investment / insurance products and services to customers based on comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.

Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice!

The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.

What you do:
  • Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
  • Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
  • Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
  • Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
  • Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc) to provide clients with best solutions for all their needs.
Basic Qualifications:
  • Bachelor's Degree
  • Minimum of 1 year of investment sales experience
  • Series 7, 63, 65/66 and Life and Health Licenses
Preferred Qualifications:
  • At least 2-3 years of experience in an investments area
  • Experience coaching, influencing and developing individuals in a team environment
  • Track record of exceeding expectations as well as assigned goals and targets
  • 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

Posting ID: 651605933 Posted: 2021-12-15 Job Title: Hfa Financial Advisor Branch