HFA Financial Advisor Senior - Branch

Huntington-Bank; Ann Arbor (MI); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Huntington Bank is seeking a Senior Financial Advisor - Branch Partner to work with branch staff to uncover client needs and provide fitting financial solutions for short- and long-term goals, across investment and insurance. You will help meet personal production and service objectives, coach staff, collaborate with Mortgage, Business Banking, and Private Bank units, and deliver a great client experience.

Requires Series 7/63/65/66 and Life & Health licenses, plus a high school diploma;

Qualifications

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

Responsibilities

• Meet personal production goals and customer service objectives for all assigned branches/book of business
• Provide investment/insurance solutions using a comprehensive financial planning approach
• Coach branch staff to profile clients and identify goals
• Provide ongoing training and sales support to branches to deliver a great customer experience
• Partner with Mortgage, Business Banking, Private Bank, and other lines of business to provide comprehensive client solutions

Skills

Investment sales

Coaching

Communication

Education

High School Diploma

Bachelor's Degree

Tools

Series 7

Series 63

Series 65/66

Life and Health Licenses

Job description

DescriptionSummary: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 DiplomaMinimum of 1 year of investment sales experienceSeries 7, 63, 65/66 and Life and Health LicensesPreferred Qualifications:Bachelor's DegreeAt least 2-3 years of experience in an investments areaExperience coaching, influencing and developing individuals in a team environmentTrack record of exceeding expectations as well as assigned goals and targetsAbility to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow upExempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)YesWorkplace Type:OfficeOur Approach to Office Workplace TypeCertain 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.Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.