HFA Financial Advisor Senior - Branch

Huntington Bank; Wake Forest (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

Huntington Bank in Wake Forest, NC is seeking a Senior HFA Financial Advisor - Branch to partner with branch staff and identify clients' short- and long-term goals. You will deliver tailored investment and insurance solutions through a holistic financial planning approach, leveraging assets, time horizon, and risk tolerance.

The role requires active coaching of colleagues, a focus on personal production targets, and collaboration across Mortgage, Business Banking and Private Bank lines to

Qualifications

• High School Diploma and relevant licenses are required.
• Series 7, 63, 65/66 and Life and Health Licenses are required.
• Bachelor's degree preferred; investment sales experience valued.

Responsibilities

• Achieve personal production goals and customer service objectives for assigned branches.
• Provide investment and insurance solutions based on comprehensive financial planning.
• Coach branch staff to profile customers and identify goals.
• Partner with Mortgage, Business Banking, Private Bank to provide best solutions.

Skills

Investment sales

Coaching & developing others

Client communication

Education

High School Diploma

Bachelor's Degree

Job description

## HFA Financial Advisor Senior - BranchApplyremote type: Officelocations: Wake Forest, NCtime type: Full timeposted on: Posted Todayjob requisition id: R0074104# **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.