Financial Advisor - Branch Partner for Client Solutions

Huntington Bank; New Philadelphia (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Huntington National Bank is seeking a Financial Advisor - Branchpartner to work with branch staff across locations to identify client goals and provide appropriate financial solutions.

The role emphasizes financial planning that accounts for assets, goals, time horizon and risk tolerance, with a focus on investment and insurance products, coaching of staff, and collaboration with Mortgage, Business Banking and Private Bank teams to deliver superior client service.

Qualifications

• Requires Series 7, 63, 65/66 and Life and Health Licenses.
• Minimum of 1 year of investment sales experience.
• Exempt status: Yes (not eligible for overtime)

Responsibilities

• Meet personal production goals and customer service objectives for all assigned branches.
• Utilize a comprehensive financial planning approach considering assets, goals, time horizon and risk tolerance.
• Provide investment/insurance solutions based on the financial plan.
• Coach branch staff to profile customers and identify goals for appropriate solutions.
• Provide ongoing training and sales support to branches to deliver a great customer experience.
• Partner with Mortgage, Business Banking, Private Bank, etc. to provide clients with best solutions.
• Perform other duties as assigned.

Skills

Investment sales experience

Customer service

Coaching/mentoring

Communication skills

Education

High School Diploma

Bachelor's Degree

Job description

Description

Summary:
The HFA Financial Advisor - Branchpartner closely with branch staff to uncover client needs and offer 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.
• Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance.
• 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 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) ( No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

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 will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington’s Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.