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Financial Advisor in Avon Lake at Huntington

Date Posted: 7/15/2018

Job Snapshot

Job Description

The Financial Advisor position provides "Simply the Best" customer service and leadership at all times.

The individual filling this dynamic position will:Direct the investment sales for an assigned group of banking office Personal Bankers through training, goal setting, marketing plans and daily support.

  • Develop and maintain profitable broker relationships with individual clients to meet investment objectives.
  • Sell company executives/HR representatives on benefits and responsibilities of providing retirement education opportunities for their employees and conduct energetic, enthusiastic and results-oriented seminars for groups of employees with the primary goal to get them to set an appointment with an Investment Representative for a retirement planning session.
  • Ensure adherence to all regulations, policies, and record keeping requirements, and maintain current knowledge of market conditions.

Basic Qualifications:

  • Bachelor's degree or equivalent work experience
  • Three or more years of successful investment sales experience and the desire to work in a fast-paced, goal and commission based environment required
  • Series 7 before hire (S63 also if state requirement)
  • State Life and Health before hire

Preferred Qualifications:

  • Series 65/66 within 120 days of hire
  • Ability to make professional sales presentations and be able to build credibility with Huntington's client base
  • Proven organizational skills and ability to work successfully, independently, and proactively in a team environment required
  • Must have excellent written and verbal (face-to-face and phone) communication skills including interpersonal and influencing skills needed to interact with individuals at all economic levels.
  • Strong organizational skills with attention to detail
  • Ability to multi-task
  • PC and internet proficiency
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.
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