Senior Financial Advisor - Branch

Huntington Bancshares
Charlotte
Workplace: OnsiteFull timeFunction: SalesExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Coaching","Communication","Attention to detail","Sales execution"]

Partner closely with branch staff to uncover client needs and deliver financial solutions aligned to short- and long-term goals. Own personal production goals and customer service objectives, provide investment and insurance recommendations using comprehensive financial planning, and coach branch teams to better profile customers. Support ongoing training and sales efforts, and collaborate across business lines (Mortgage, Business Banking, Private Bank) to provide best-fit solutions for clients’ needs.

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Huntington Bancshares
Huntington Bancshares
1 day ago

Senior Financial Advisor - Branch

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Last checked: 5 hours agoStatus: Live

Job Summary

Partner closely with branch staff to uncover client needs and deliver financial solutions aligned to short- and long-term goals. Own personal production goals and customer service objectives, provide investment and insurance recommendations using comprehensive financial planning, and coach branch teams to better profile customers. Support ongoing training and sales efforts, and collaborate across business lines (Mortgage, Business Banking, Private Bank) to provide best-fit solutions for clients’ needs.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Achieve personal production goals and customer service objectives for assigned branches or book of business.
  • •Provide investment and insurance solutions using a comprehensive financial planning approach (assets, goals, time horizon, risk tolerance).
  • •Coach branch staff to profile customers and deliver appropriate short- and long-term solutions.
  • •Provide ongoing training and sales support to assigned branches to improve the customer experience.
  • •Partner across lines of business (e.g., Mortgage, Business Banking, Private Bank) to provide best solutions for clients’ needs.

Key Requirements

  • •High school diploma
  • •Minimum 1 year of investment sales experience
  • •Series 7, 63, 65/66, and Life and Health Licenses
  • •Bachelor’s degree
  • •5+ years of investment and insurance sales experience
Experience:1+ yearsInvestment and insurance salesFinancial servicesBanking
Education:High School
Skills:Customer serviceCoachingCommunicationAttention to detailSales execution
Licenses:Series 7Series 63Series 65/66Life and Health
Certifications:Series 7Series 63Series 65Series 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