Huntington National Bank Financial Advisor in Chardon, Ohio
The Retail Investment Specialist Team Leader position provides "Simply the Best" customer service and leadership at all times. Responsibilities include directing the investment sales for an assigned group of banking office Personal Bankers through training, goal setting, and marketing plans. Develops and maintains profitable broker relationships. 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.
Bachelor's degree or equivalent work experience
Three or more years of investment sales experience
Series 7 before hire (S63 also if state requirement)
State Life and Health before hire
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: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.
Huntington does not accept solicitation from Third Party Recruiters for any position.