Description
Provide professional expertise and consultancy to prepare, review and deliver financial plans. Develop standardized planning and investment analysis and proposal packages. Create and develop materials for client and prospect.
Research, coordinate and develop topical planning education and information pieces. Conduct financial analyses and proposals. Conduct investment research, reporting, and analysis. Research specific tax and planning issues for client proposals and presentations.
Deliver financial planning education to advisors and partners. Develop advisors’ understanding of the value of financial planning.
Introduce practice management techniques to enhance advisors’ planning and advisory books of business.
Build relationships internally as a trusted partner and ensure quality of central planning deliveries.
Required Qualifications:At least 3 yrs of experience in investment financial planning; strong analytical skills; excellent communication skills; high attention to detail; ability to prioritize and track multiple tasks; and proficiency in Microsoft Office SuiteSeries 7, 65 or 66 and CFP Preferred Qualifications:Knowledge of any of the following systems a plus: Salesforce, MoneyGuide Pro, Envestnet, Broadridge and Morningstar a plusExempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) YesWorkplace Type:HybridHuntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.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
