HFA Financial Advisor Senior- Branch

Huntington Bancshares
Michigan
Workplace: OnsiteFull timeFunction: Business Development & PartnershipsExperience: 1-3 yearsEducation: high_schoolSkills: ["Customer service","Coaching","Communication","Attention to detail","Goal orientation"]

Partner with branch staff to identify clients’ needs and recommend suitable investment and insurance solutions aligned to short- and long-term goals. Own personal production and customer service objectives across assigned branches or a book of business. Coach and train branch teams to improve customer profiling and sales support, and collaborate with other lines of business to deliver best-fit solutions for every client need.

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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 2 months ago

Job Summary

Partner with branch staff to identify clients’ needs and recommend suitable investment and insurance solutions aligned to short- and long-term goals. Own personal production and customer service objectives across assigned branches or a book of business. Coach and train branch teams to improve customer profiling and sales support, and collaborate with other lines of business to deliver best-fit solutions for every client need.
Location: Michigan
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

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

Key Requirements

  • •High School Diploma.
  • •Minimum of 1 year of investment sales experience.
  • •Hold Series 7, 63, and 65/66, and Life and Health Licenses.
  • •Bachelor’s Degree (preferred).
  • •At least 2-3 years of experience in an investments area, including experience coaching or influencing individuals in a team environment (preferred).
Experience:1-3 yearsInvestments
Education:High School
Skills:Customer serviceCoachingCommunicationAttention to detailGoal orientation
Certifications:Series 7Series 63Series 65/66Life and Health Licenses

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