HFA Financial Advisor Senior - Branch

Huntington Bancshares, Inc.; Birmingham; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking passionate Financial Advisors to build lasting relationships with clients. In this dynamic role, you will partner with branch staff to identify client needs and provide tailored financial solutions. You will be responsible for achieving personal production goals while delivering exceptional customer service. This position offers the opportunity to coach and develop branch staff, ensuring a high-quality customer experience. Join a team that values community and connection, with the flexibility to work both in-office and remotely, making a significant impact in the financial sector.

Qualifications

• Minimum of 1 year of investment sales experience required.
• Series 7, 63, 65/66, and Life and Health Licenses are mandatory.

Responsibilities

• Responsible for personal production goals and customer service objectives.
• Provide investment solutions based on comprehensive financial planning.

Skills

Investment Sales Experience

Coaching Skills

Client Communication

Financial Planning

Education

High School Diploma

Bachelor's Degree

Tools

Series 7 License

Series 63 License

Series 65/66 License

Life and Health Licenses

Job description

Description

Summary:

The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover client needs and offer the most appropriate financial solutions for their short-term and long-term goals.

Duties & Responsibilities:

• Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
• Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon, and risk tolerances.
• Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
• Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
• Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with the best solutions for all their needs.
• Performs other duties as assigned.

Basic Qualifications:

• High School Diploma
• Minimum of 1 year of investment sales experience
• Series 7, 63, 65/66, and Life and Health Licenses

Preferred Qualifications:

• Bachelor's Degree
• At least 2-3 years of experience in an investments area
• Experience coaching, influencing, and developing individuals in a team environment
• Track record of exceeding expectations as well as assigned goals and targets
• Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork, and commitment to excellence in service and follow-up

Exempt Status: Yes (not eligible for overtime pay)

Workplace Type: Office

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.