HFA Financial Advisor Senior- Branch

Huntington National Bank; Byron Township (MI); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Michigan is seeking an HFA Financial Advisor Senior - Branch. This role involves providing investment solutions and coaching branch staff to meet customer needs. Candidates should have a High School Diploma, investment sales experience, and necessary licenses. A Bachelor's degree is preferred. The position offers a combination of in-office and remote work flexibility, with a focus on delivering excellent service.

Qualifications

• High School Diploma required.
• Minimum of 1 year of investment sales experience.
• Series 7, 63, 65/66 and Life and Health Licenses required.
• Bachelor's Degree preferred.
• 2-3 years of experience in investments preferred.

Responsibilities

• Achieve personal production goals and customer service objectives.
• Provide investment and insurance solutions to customers.
• Coach branch staff to profile customers and identify their goals.
• Provide ongoing training and sales support to branches.
• Partner with lines of business to provide best client solutions.

Job description

Overview

Join to apply for the HFA Financial Advisor Senior- Branch role at Huntington National Bank.

The HHFA 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
• 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. 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.

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.