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Huntington Financial Advisor

2 weeks ago

Ballarat, Victoria, Australia Huntington Bancshares, Inc. Full time
Job Overview

The National Advice Center (NAC) at Huntington Bancshares, Inc. is seeking a highly skilled Financial Advisor to join our team of professionals dedicated to providing personalized financial guidance and investment advice to clients.

This role offers a unique opportunity for a motivated individual to grow their career while working with a reputable organization that prioritizes customer satisfaction and employee development.

Key Responsibilities
  • Analyze client financial needs and recommend suitable investment products through targeted telephone interactions.
  • Deliver exceptional client experiences by effectively addressing their financial and service needs.
  • Develop and maintain strong relationships with branch partners to identify opportunities for growth and expansion.
  • Incorporate comprehensive financial planning into client consultations to ensure alignment with their goals and objectives.
  • Maintain up-to-date knowledge of available investment solutions, economic conditions, and market trends to provide informed recommendations to clients.
Requirements
  • Bachelor's Degree or equivalent work experience in finance or a related field.
  • At least 2-3 years of experience in investments or a related field.
  • State Health and Life, Series 7, Series 63, and 65/66 licenses.