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Financial Services Financial Advisor

Investment Services Client Relationship Specialist II

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Huntington National Bank
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services provider is seeking an HFA Service Specialist in Charlotte, NC. This role requires building client relationships and servicing accounts. Candidates should have a bachelor's degree or 5+ years of relevant experience, alongside licenses such as Series 6 and 63. Excellent communication and problem-solving skills are essential. The workplace is office-based, but flexible arrangements may be available.

Experience with in Investments or Financial Services is crucial.
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