HFA Financial Advisor Senior -Branch

Huntington Bank; The Woodlands (TX); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Huntington National Bank is seeking a Financial Advisor to help clients achieve their short- and long-term goals through comprehensive financial planning and wealth management. You will partner with branch staff to identify client needs and deliver suitable investment and insurance solutions.

Responsibilities include meeting personal production targets, coaching staff, and collaborating across lines of business to provide holistic client service.

Qualifications

• High School Diploma required.
• 1 year of investment sales experience.
• Licenses: Series 7, 63, 65/66 and Life & Health required or preferred.

Responsibilities

• Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
• Utilize tools to build a comprehensive financial planning approach considering assets, goals, time horizon, and risk.
• Provide investment/insurance solutions based on comprehensive planning.
• Coach branch staff to profile customers and identify goals.
• Provide ongoing training and sales support to branches to deliver great customer experience.
• Partner with Mortgage, Business Banking, Private Bank, etc., to meet client needs.

Skills

Investment sales

Client communication

Coaching & mentoring

Relationship building

Attention to detail

Goal orientation

Education

High School Diploma

Bachelor's degree

Tools

Series 7

Series 63

Series 65/66

Life & Health Licenses

Job 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.

Description: 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)

No

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.