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Financial Advisor

Company: Huntington Bancshares Inc
Location: Ann Arbor
Posted on: February 15, 2019

Job 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

Keywords: Huntington Bancshares Inc, Detroit , Financial Advisor, Accounting, Auditing , Ann Arbor, Michigan

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