HFA Financial Advisor Senior - Branch

Huntington Bancshares
Ann Arbor
Workplace: OnsiteFull timeFunction: SalesExperience: 1+ yearsEducation: high_schoolSkills: ["Customer-focused","Coaching","Communication","Attention to detail","Excellence in service"]

Partner closely with branch staff to uncover client needs and deliver investment and insurance solutions aligned to clients’ short- and long-term goals. Drive personal production goals and customer service objectives, while coaching and training branch teams to improve customer profiling and advisory delivery. Collaborate across lines of business (e.g., Mortgage, Business Banking, Private Bank) to recommend the best options for client needs, while meeting assigned targets.

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Huntington Bancshares
Huntington Bancshares
2 days ago

HFA Financial Advisor Senior - Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Partner closely with branch staff to uncover client needs and deliver investment and insurance solutions aligned to clients’ short- and long-term goals. Drive personal production goals and customer service objectives, while coaching and training branch teams to improve customer profiling and advisory delivery. Collaborate across lines of business (e.g., Mortgage, Business Banking, Private Bank) to recommend the best options for client needs, while meeting assigned targets.
Location: Ann Arbor
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Uncover client needs and provide investment/insurance solutions using a comprehensive financial planning approach.
  • •Drive personal production goals and customer service objectives for assigned branches or a book of business.
  • •Coach branch staff to better profile customers and identify short- and long-term goals to deliver appropriate solutions.
  • •Provide ongoing training and sales support to assigned branches to deliver a great customer experience.
  • •Partner with other lines of business (Mortgage, Business Banking, Private Bank, etc.) to provide best solutions for client needs.

Key Requirements

  • •High School Diploma.
  • •Minimum 1 year of investment sales experience.
  • •Hold Series 7, Series 63, Series 65/66, and Life and Health Licenses.
  • •Ability to communicate effectively with a wide range of prospects and clients and maintain attention to paperwork.
  • •Demonstrated commitment to excellence in service and follow-up.
Experience:1+ yearsInvestment salesInsurance salesFinancial planning
Education:High School
Skills:Customer-focusedCoachingCommunicationAttention to detailExcellence in service
Licenses:Series 7Series 63Series 65/66LifeHealth

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn