HFA Financial Advisor Senior -Branch

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 1-3 yearsEducation: high_schoolSkills: ["Communication","Attention to detail","Customer service","Goal-oriented","Training"]

Build and grow a Financial Advisory practice by partnering with branch teams to understand client needs and deliver appropriate investment and insurance solutions. Own personal production goals and customer service objectives, use tools to create comprehensive financial plans aligned to clients’ goals, time horizon, and risk tolerance, and coach branch staff through regular training and sales support while coordinating across lines of business.

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Huntington Bancshares
Huntington Bancshares
17 hours ago

HFA Financial Advisor Senior -Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Build and grow a Financial Advisory practice by partnering with branch teams to understand client needs and deliver appropriate investment and insurance solutions. Own personal production goals and customer service objectives, use tools to create comprehensive financial plans aligned to clients’ goals, time horizon, and risk tolerance, and coach branch staff through regular training and sales support while coordinating across lines of business.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Own personal production goals and customer service objectives for assigned branches or a book of business.
  • •Create comprehensive financial planning for clients using assets, goals, time horizon, and risk tolerance.
  • •Provide investment and insurance solutions based on clients’ comprehensive financial plans.
  • •Coach branch staff regularly to better profile customers and recommend appropriate short- and long-term solutions.
  • •Partner with lines of business (Mortgage, Business Banking, Private Bank, etc.) to deliver solutions for clients’ 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
  • •At least 2-3 years of experience in an investments area
  • •Experience coaching, influencing and developing individuals in a team environment
Experience:1-3 yearsInvestments
Education:High School
Skills:CommunicationAttention to detailCustomer serviceGoal-orientedTraining
Licenses:Series 7Series 63Series 65/66Life and Health

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