Huntington National Bank Financial Planning & Practice Management Consultant in Columbus, Ohio
The Financial Planning and Practiced Management Consultant will be responsible for the following:
Provides financial planning and practice management consulting and training to financial advisors, key business partners and regional sales managers.
Identifies training needs and delivers content across markets.
Acts a financial planning expert to assist advisors in development of a plan for individual clients and families.
Offers hands on training on planning and investment software utilization.
Delivers planning oriented content to clients through seminars and workshops.
Works directly with advisors to instill practices which improve advisor proficiency in planning and effectiveness in managing a client book of business.
Integrates product offering into planning process including advisory, brokerage and insurance.
Contributes to client oriented content to highlight planning and investment topics.
Gathers industry information on best practices around planning and practice management.
Oversees financial planning quality within regional assignment.
7-10 years of experience in Investment Financial Planning
Certified Financial Planner designation
Series 7, 66 license
Other Traits and Characteristics:
Excellent communication skills
Series 24 preferred
Ability to interact effectively with all levels across the organization
Ability to thrive in a collaborative, team oriented environment
Ability to multi-task and meet tight deadlines
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.