HFA Financial Advisor Senior - Branch

Huntington Bancshares
Ohio
Workplace: OnsiteFull timeFunction: SalesExperience: 1-3 yearsEducation: bachelorsSkills: ["Coaching","Communication","Attention to detail","Customer service","Goal orientation"]

Partner with branch staff to uncover client needs and deliver tailored investment and insurance solutions aligned to clients’ short- and long-term goals. Own personal production goals and customer service objectives for assigned branches or book of business, and coach branch teams on customer profiling. Provide ongoing training and sales support, and collaborate across lines of business (e.g., Mortgage, Business Banking, Private Bank) to deliver comprehensive solutions.

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Huntington Bancshares
Huntington Bancshares
3 months ago

HFA Financial Advisor Senior - Branch

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Last checked: 4 hours agoStatus: Live

Job Summary

Partner with branch staff to uncover client needs and deliver tailored investment and insurance solutions aligned to clients’ short- and long-term goals. Own personal production goals and customer service objectives for assigned branches or book of business, and coach branch teams on customer profiling. Provide ongoing training and sales support, and collaborate across lines of business (e.g., Mortgage, Business Banking, Private Bank) to deliver comprehensive solutions.
Location: Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Meet personal production goals and customer service objectives for assigned branches and/or book of business.
  • •Provide investment and insurance solutions using comprehensive financial planning across assets, goals, time horizons, and risk tolerance.
  • •Coach branch staff regularly to profile customers and recommend appropriate short- and long-term solutions.
  • •Deliver ongoing training and sales support to assigned branches to improve customer experience for customers and prospective customers.
  • •Partner across lines of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients best-fit solutions for their needs.

Key Requirements

  • •High School Diploma.
  • •Minimum of 1 year of investment sales experience.
  • •Hold Series 7, Series 63, and Series 65/66 licenses, plus Life and Health licenses.
  • •Bachelor’s Degree.
  • •At least 2-3 years of experience in an investments area.
Experience:1-3 yearsFinancial servicesInvestmentsCustomer-facing salesInsuranceInvestment sales
Education:Bachelor's
Skills:CoachingCommunicationAttention to detailCustomer serviceGoal orientation
Licenses: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