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Advice Center - Financial Advisor in Akron at Huntington

Date Posted: 3/15/2019

Job Snapshot

Job Description

Serves as a financial advisor for Huntington Financial Advisors (formerly HIC) in a centralized advice center. 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 7, Series 63 and 65/66
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.