Financial Advisor

Compensation

: $84,490.00 - $168,710.00 /year *

Employment Type

: Full-Time

Industry

: Financial Services - Banking/Investment/Finance



Location: Mount Lebanon, PA

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.

Basic Qualifications:

  • Bachelor's Degree
  • Minimum of 1 year of investment sales experience
  • Series 7, 63, 65/66 and Life and Health Licenses

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


Associated topics: call center, commission, client, insurance agent, lead sales agent, life insurance agent, life insurance sales, sales, sales associate, sell * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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