HFA Financial Advisor Senior - Branch

Huntington Bank; Montgomery (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Huntington Bank is looking for a Senior Financial Advisor to work closely with branch staff in Montgomery, Ohio. In this role, you will be responsible for achieving personal production goals while providing tailored financial solutions to clients. You will coach branch staff to enhance customer profiling and long-term goal identification, ensuring an exceptional customer experience.

The ideal candidate holds a High School Diploma, with at least 1 year of investment sales experience and necessary licenses. Preferences include a Bachelor's Degree and experience in investment coaching.

Qualifications

• 1 year of investment sales experience required.
• Series 7, 63 and 65/66, and Life and Health Licenses.
• Ability to communicate effectively with a wide range of clients.

Responsibilities

• Achieve personal production goals and customer service objectives.
• Provide investment solutions based on client financial planning.
• Coach branch staff to identify customer goals.

Skills

Investment sales

Coaching

Customer service

Financial planning

Education

High School Diploma

Bachelor's Degree

Job description

## HFA Financial Advisor Senior - BranchApplyremote type: Officelocations: Montgomery Bo Cinc S Oh/Kytime type: Full timeposted on: Posted Todayjob requisition id: R0073647# **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)Yes**Workplace 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.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.