HFA Financial Advisor Senior - Branch

Huntington Bancshares
North Carolina
Workplace: OnsiteFull timeFunction: SalesExperience: 1-3 yearsEducation: high_schoolSkills: ["Coaching","Communication","Customer service","Attention to detail","Goal-focused execution"]

Partner with branch staff to identify client needs and deliver the most appropriate investment and insurance solutions aligned to short- and long-term goals. Own personal production and customer service objectives across assigned branches or book of business. Coach and train branch teams to improve customer profiling, provide ongoing sales support, and collaborate across business lines such as Mortgage, Business Banking, and Private Bank to deliver best-fit solutions.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Huntington Bancshares
Huntington Bancshares
1 month ago

HFA Financial Advisor Senior - Branch

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Partner with branch staff to identify client needs and deliver the most appropriate investment and insurance solutions aligned to short- and long-term goals. Own personal production and customer service objectives across assigned branches or book of business. Coach and train branch teams to improve customer profiling, provide ongoing sales support, and collaborate across business lines such as Mortgage, Business Banking, and Private Bank to deliver best-fit solutions.
Location: North Carolina
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Own personal production goals and customer service objectives for assigned branches and/or book of business.
  • •Provide investment and insurance solutions using a comprehensive financial planning approach across assets, goals, time horizon, and risk tolerance.
  • •Coach branch staff regularly in each location to profile customers and recommend appropriate solutions.
  • •Provide ongoing training and sales support to help branches deliver a great customer experience for customers and prospective customers.
  • •Partner with other lines of business (e.g., Mortgage, Business Banking, Private Bank) to deliver best solutions for clients’ needs.

Key Requirements

  • •High School Diploma.
  • •Minimum of 1 year of investment sales experience.
  • •Hold Series 7, 63, 65/66 licenses and Life and Health Licenses.
  • •Bachelor's Degree.
  • •At least 2-3 years of experience in an investments area, with experience coaching and influencing individuals in a team environment.
Experience:1-3 yearsInvestmentsInvestment salesFinancial services
Education:High School
Skills:CoachingCommunicationCustomer serviceAttention to detailGoal-focused execution
Licenses:Series 7Series 63Series 65/66Life LicenseHealth License

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