About this role
Description
Summary:
Advisor Services partners with advisors, home office teams, and third-party providers to resolve complex service matters, improve operational efficiency, identify emerging risk trends, and deliver targeted education that enhances advisor effectiveness and client experience. This role plays a critical part in maintaining service excellence, reducing advisor friction, and driving operational consistency across the program.
Duties and Responsibilities:
- Provide post-issue annuity service support for advisors and clients by assisting with servicing requests, contract maintenance, beneficiary updates, ownership changes, distribution requests, and other annuity-related transactions.
- Serve as the central point of contact for operational guidance and issue resolution across the investment program.
- Provide advisors with direction and support regarding tools, systems, workflows, operational procedures, and service pathways.
- Assist advisors in navigating complex operational situations and coordinating resources to achieve timely resolutions.
- Support advisors with off-platform annuity estate settlement and resolution requests by coordinating with carriers, beneficiaries, advisors, and operational partners to facilitate completion of estate-related processes.
- Develop and deliver targeted educational programs focused on operational effectiveness, risk reduction, and service best practices.
- Performs other duties as assigned.
Basic Qualifications:
- High School diploma, GED or equivalent
- FINRA Series 7, 63/65 or 66 (ability to obtain within 120 days of hire)
- 3 years of related experience
Preferred Qualifications:
- Experience supporting financial advisors, wealth management teams, broker-dealer operations, or bank investment programs.
- Exceptional problem-solving, organizational, and issue-resolution skills.
- Strong communication and relationship management abilities.
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.