HFA Financial Advisor Senior - Branch

Huntington National Bank; Springboro (OH); On-site; USD 65,000 - 85,000; Full time

Job summary

Huntington National Bank seeks an experienced HFA Financial Advisor Senior in Springboro, Ohio. This role focuses on identifying client needs and offering tailored financial solutions while achieving personal production goals.

Responsibilities include coaching branch staff, delivering exceptional customer service, and collaborating with various business lines. Candidates should have a minimum of 1 year in investment sales and relevant licenses.

Qualifications

• Minimum of 1 year of investment sales experience.
• Series 7, 63, 65/66 and Life and Health Licenses required.
• Customer service objectives for assigned branches.

Responsibilities

• Manage personal production goals and customer service objectives.
• Coach branch staff to better profile customer needs.
• Provide ongoing sales support to enhance customer experience.

Skills

Investment sales experience

Coaching and influencing

Communication skills

Education

High School Diploma

Bachelor's Degree

Job 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.
• Perform 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

Additional Information

Huntington is an Equal Opportunity Employer.