HFA Financial Advisor Senior - Branch

0147 The Huntington Investment Company; Montgomery (OH, KY); Hybride; USD 65 000 - 90 000; Plein temps

Résumé du poste

Huntington is seeking a Senior Financial Advisor – Branch Partner to collaborate with Wisconsin branch staff to identify client needs and provide tailored investment and insurance solutions for short-term and long-term goals.

The role emphasizes meeting personal production goals, coaching staff, and partnering with Mortgage, Business Banking, and Private Bank to deliver optimal client outcomes.

Qualifications

• Minimum of 1 year of investment sales experience.
• Bachelor's degree preferred.
• Licenses: Series 7/63/65/66 and Life & Health required or in process.

Responsabilités

• Meet personal production goals and customer service objectives for assigned branches/book of business.
• Provide investment/insurance solutions based on comprehensive financial planning.
• Coach branch staff regularly to profile customers and identify goals and solutions.
• Partner with Mortgage, Business Banking, Private Bank, and other lines of business to deliver best client solutions.

Connaissances

Investment sales

Customer service

Coaching

Formation

High School Diploma

Bachelor's Degree

Outils

Series 7/63/65/66

Life and Health Licenses

Description du poste

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

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

Tobacco-Free Hiring Practice

Welcome to Huntington!

At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values-simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you’ll apply to join our team. If you'd like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout