HFA Financial Advisor Senior- Branch

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Last checked: 2 hours agoStatus: Live

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: United States

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

Industry: Banking

Website

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Huntington Bancshares

1 week ago

HFA Financial Advisor Senior- Branch

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

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

Industry: Banking

Website