HFA Financial Advisor Senior - Branch

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Coaching","Communication","Attention to detail","Follow-up"]

Build long-lasting client relationships by partnering with branch staff to uncover needs and deliver investment and insurance solutions. Own personal production and customer service objectives for assigned branches or a book of business. Coach branch staff, provide ongoing training and sales support, and collaborate across lines of business (e.g., Mortgage, Business Banking, Private Bank) to deliver best-fit solutions for clients’ short- and long-term goals.

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Huntington Bancshares
Huntington Bancshares
2 months ago

HFA Financial Advisor Senior - Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Build long-lasting client relationships by partnering with branch staff to uncover needs and deliver investment and insurance solutions. Own personal production and customer service objectives for assigned branches or a book of business. Coach branch staff, provide ongoing training and sales support, and collaborate across lines of business (e.g., Mortgage, Business Banking, Private Bank) to deliver best-fit solutions for clients’ short- and long-term goals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Meet personal production goals and customer service objectives for assigned branches and/or a book of business
  • •Provide investment and insurance solutions using comprehensive financial planning across assets, goals, time horizon, and risk tolerance
  • •Coach branch staff regularly to profile customers and identify short- and long-term goals
  • •Provide ongoing training and sales support to deliver a great customer experience for customers and prospective customers
  • •Partner with other lines of business (e.g., Mortgage, Business Banking, Private Bank) to provide best-fit solutions for client needs

Key Requirements

  • •High school diploma
  • •Minimum of 1 year of investment sales experience
  • •Hold Series 7, 63, 65/66 and Life and Health licenses
  • •Bachelor's degree (preferred)
  • •CFP (preferred)
Experience:1+ years
Education:High School
Skills:Customer serviceCoachingCommunicationAttention to detailFollow-up
Licenses:Series 7Series 63Series 65Series 66LifeHealth
Certifications:CFP

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