HFA Financial Advisor Senior -Branch

Huntington National Bank; Alpharetta (GA); Híbrido; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

Huntington National Bank seeks a Financial Advisor to drive client relationships and grow a robust financial advisory practice. You will partner with branch staff to uncover client needs and offer tailored financial solutions for short- and long-term goals.

The role emphasizes personal production, comprehensive planning, and cross‑business collaboration to deliver a superior client experience across multiple locations.

Formación

• High School Diploma required; Bachelor's preferred.
• 1 year of investment sales experience minimum.
• Licenses: Series 7, 63, 65/66 and Life & Health required.

Responsabilidades

• Achieve personal production goals and deliver exceptional customer service for branches and book of business.
• Use financial planning tools to align assets, goals, time horizon and risk tolerance.
• Provide investment and insurance solutions based on a comprehensive plan.
• Coach branch staff to profile customers and identify short- and long-term goals.
• Deliver ongoing training and sales support to branches for great client experiences.
• Partner with Mortgage, Business Banking and Private Bank to meet client needs.
• Perform other duties as assigned.

Conocimientos

Investment sales experience

Coaching and development

Client communication

Team collaboration

Educación

High School Diploma

Bachelor's Degree

Herramientas

Series 7

Series 63

Series 65/66

Life and Health Licenses

Descripción del empleo

Summary

Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.

Description

Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner 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

No

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 is an Equal Opportunity Employer.

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