HFA Financial Advisor Senior - Branch

Huntington Bancshares, Inc.; Ann Arbor (MI); Hybrid; USD 90,000 - 170,000; Full time

Job summary

Huntington Bancshares, Inc. is seeking a Senior Financial Advisor - Branch partner to closely collaborate with branch staff to identify client needs and offer appropriate financial solutions for short- and long-term goals.

The role emphasizes delivering investment and insurance solutions through comprehensive financial planning, coaching branch teams, and partnering with Mortgage, Business Banking, Private Bank, and other lines of business to best serve clients across branches.

Qualifications

• High School Diploma required.
• At least 1 year of investment sales experience.
• Series 7, 63, 65/66 and Life and Health licenses.
• Bachelor's degree preferred.
• 5+ years of investment and insurance sales experience preferred.
• Trailing production of $400,000+ from an existing book.

Responsibilities

• Meet personal production and customer service goals for branches.
• Provide investment/insurance solutions using comprehensive financial planning.
• Coach branch staff to profile customers and identify goals.
• Provide training and sales support to branches.
• Partner with Mortgage, Business Banking, Private Bank, etc. to serve clients.
• Perform other duties as assigned.

Skills

Investment sales

Coaching staff

Financial planning

Client communication

Education

High School Diploma

Bachelor's degree

Tools

Series 7 license

Series 63 license

Series 65/66 license

Life & Health Licenses

Job description

Description

Summary:

The HFA Financial Advisor Senior - Branch 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.
• 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
• 5+ years of investment and insurance sales experience.
• Trailing production of $400,000 or more from an existing, significant book of business.
• Experience coaching, influencing and developing individuals in a team environment
• Demonstrated financial planning skill set and advisory business development experience.
• Bank Financial Advisor Experience
• 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)

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.