HFA Financial Advisor Senior -Branch

Huntington Bancshares, Inc.; Sarasota (FL); Hybrid; USD 65,000 - 105,000; Full time

Job summary

Huntington Financial Advisors in Sarasota, FL seeks a Financial Advisor to help clients pursue long-term goals through personalized financial plans. You’ll partner with branch staff to identify needs and provide tailored investment and insurance solutions.

Required Series 7, 63, 65/66 and Life & Health licenses, plus 1+ year in investment sales; bachelor’s degree preferred. The role supports flexible, office-based work arrangements with a strong emphasis on client service.

Qualifications

• HS diploma; 1 year investment sales experience; Series 7/63/65/66 and Life & Health licenses.
• Bachelor's degree preferred; experience in investments and coaching a team.

Responsibilities

• Achieve personal production goals and customer service objectives for branches/book of business.
• Use financial planning tools to build comprehensive plans considering assets, goals, horizon and risk.
• Provide investment/insurance solutions based on a holistic planning approach.
• Coach branch staff to profile customers and identify short- and long-term goals.
• Deliver ongoing training and sales support to branches for strong customer experiences.
• Partner with Mortgage, Business Banking, Private Bank, and other lines of business to meet client needs.
• Perform other duties as assigned.

Skills

Investment sales

Client relationship building

Communication

Team coaching

Education

Bachelor's Degree

High School Diploma

Job description

Description

Summary:
Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors 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.
• Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance.
• 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.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.