HFA Financial Advisor Senior - Branch

Huntington National Bank; Cleveland (OH); On-site; USD 70,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Life and disability insurance

Retirement savings plan

Paid leave programs

Paid holidays and PTO

Incentive compensation plan

Job summary

Huntington National Bank is seeking a Senior Financial Advisor – Branch Partner to collaborate with branch staff, uncover client needs, and deliver suitable financial solutions for short- and long-term goals.

You will mentor staff, work with Mortgage, Business Banking, Private Bank and other lines of business, and contribute to a high-quality client experience across branches.

Qualifications

• High School Diploma
• Minimum of 1 year of investment sales experience
• Series 7, 63, 65/66 and Life and Health Licenses
• Bachelor's Degree preferred
• 2-3 years of investments experience preferred
• Experience coaching, influencing and developing individuals in a team environment
• Track record of exceeding expectations and assigned goals and targets
• Strong communication and attention to detail in paperwork

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.
• Coach branch staff to profile customers and identify goals and provide appropriate solutions.
• 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 clients with best solutions.
• Performs other duties as assigned.

Skills

Investment sales

Coaching

Communication

Attention to detail

Exceeding goals

Education

High School Diploma

Bachelor's Degree

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

• 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)

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.

Compensation Range

70,000 - 140,000 USD Annual salary plus incentives

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

• health insurance coverage
• wellness program
• life and disability insurance
• retirement savings plan
• paid leave programs
• paid holidays and paid time off (PTO)
• incentive compensation plan

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice

Visit Huntington's Career Web Site for more details.