Description This position can be remote located within the following states: TN, GA, FL, AL, MS, LA ... Review municipal financial statements and assess credit quality * Structure and price municipal ...
Description This position can be remote located within the following states: TN, GA, FL, AL, MS, LA ... Review municipal financial statements and assess credit quality * Structure and price municipal ...
Remote Ex Financial Advisor information
What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?
| Aspect | Remote Ex Financial Advisor | Remote Financial Planner |
|---|---|---|
| Certifications | CFP, Series 7/66, State licenses | CFP, Series 7/66, State licenses |
| Work Environment | Client consultations, portfolio management, compliance | Client meetings, financial analysis, planning |
| Employer & Industry Usage | Financial firms, banks, independent advisors | Financial advisory firms, banks, independent planners |
| Search & Comparison Intent | Yes | Yes |
Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.
Can a remote ex financial advisor work remotely?
A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.
What are the most commonly searched types of Ex Financial Advisor jobs in Puerto Rico?
The most popular types of Ex Financial Advisor jobs in Puerto Rico are:
What are popular job titles related to Remote Ex Financial Advisor jobs in Puerto Rico?
For Remote Ex Financial Advisor jobs in Puerto Rico, the most frequently searched job titles are:
What job categories do people searching Remote Ex Financial Advisor jobs in Puerto Rico look for?
The top searched job categories for Remote Ex Financial Advisor jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Remote Ex Financial Advisor jobs?
Cities in Puerto Rico with the most Remote Ex Financial Advisor job openings:
Huntington National Bank rating
8.1
Based on 174 frontline employees who took The Breakroom Quiz
66th of 175 rated banks
Job description
Description
This position can be remote located within the following states: TN, GA, FL, AL, MS, LA, AR, or OK.
Position Overview
As a member of Huntington's Public Capital team, the colleague will be responsible for developing and maintaining profitable municipal lending relationships within an assigned geographic territory. Key responsibilities include:
- Develop and manage municipal lending relationships within the assigned territory
- Build and maintain relationships with key centers of influence, including: Municipal attorneys, Municipal advisors, Vendors, Government and industry associations
- Identify and uncover direct and indirect municipal lending opportunities
- Review municipal financial statements and assess credit quality
- Structure and price municipal leases and loans
- Partner with the portfolio management team to support underwriting and credit approval
- Collaborate with sales coordinators to manage documentation, closing, and customer servicing
- Deepen customer relationships by uncovering needs and referring opportunities to other areas of the bank
- Maintain an accurate and up-to-date sales pipeline and proactively work opportunities to close
- Partner effectively with credit and risk colleagues to ensure sound deal execution
- Identify and mitigate credit risk while adhering to bank policies, procedures, and regulatory requirements
- Demonstrate a commitment to continuous learning and skill development
- Participate in community service, including potential service on nonprofit boards
- Attend industry conferences and actively build relationships across the municipal finance community
Basic Qualifications
- Bachelor's degree
- 5+ years of experience in municipal bond or public lending
Preferred Qualifications
- Proven track record of meeting or exceeding sales targets
- Demonstrated success within the municipal or public finance industry
- History of exceeding lending production goals, including call activity, new customer acquisition, loan funding, portfolio profitability
- Disciplined, motivated self-starter able to manage business development with minimal oversight
- Strong ability to analyze municipal financial statements
- Active involvement in community and/or nonprofit organizations
- Proficiency with Microsoft Word, Excel, and PowerPoint
- Proven negotiation skills
- Strong written and verbal communication skills
#LI-DK1
#CML
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Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)
Workplace Type:
RemoteOur 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 is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
What Huntington National Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Huntington Bank
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Columbus, OH, US