Senior Financial Advisor

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 1+ yearsEducation: high_schoolSkills: ["Coaching","Influencing","Communication","Attention to detail","Customer service"]

Partner with branch teams to uncover client needs and provide investment and insurance solutions aligned to short- and long-term goals. Own personal production and customer service objectives for assigned branches or a book of business, using a comprehensive financial planning approach across assets, time horizon, and risk tolerance. Coach and train branch staff, and collaborate with lines of business such as Mortgage, Business Banking, and Private Bank to deliver best-fit solutions.

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Huntington Bancshares
Huntington Bancshares
31 minutes ago

Senior Financial Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 31 minutes agoStatus: Live

Job Summary

Partner with branch teams to uncover client needs and provide investment and insurance solutions aligned to short- and long-term goals. Own personal production and customer service objectives for assigned branches or a book of business, using a comprehensive financial planning approach across assets, time horizon, and risk tolerance. Coach and train branch staff, and collaborate with lines of business such as Mortgage, Business Banking, and Private Bank to deliver best-fit solutions.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Work closely with branch staff to uncover client needs and recommend appropriate financial solutions
  • •Achieve personal production goals and customer service objectives for assigned branches or book of business
  • •Provide investment and insurance solutions using comprehensive financial planning that considers assets, goals, time horizon, and risk tolerance
  • •Regularly coach branch staff in each location to better profile customers and deliver appropriate solutions
  • •Partner across lines of business (e.g., Mortgage, Business Banking, Private Bank) and provide ongoing training and sales support

Key Requirements

  • •High school diploma
  • •Minimum 1 year of investment sales experience
  • •Must hold Series 7, Series 63, and Series 65/66 licenses
  • •Must also hold Life and Health licenses
  • •Ability to effectively communicate with a wide range of prospects and clients and maintain attention to detail
Experience:1+ years
Education:High School
Skills:CoachingInfluencingCommunicationAttention to detailCustomer service
Licenses: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