HFA Financial Advisor Senior - Branch

Huntington National Bank; Wake Forest (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Huntington Bank is seeking a Senior HFA Financial Advisor - Branch to work with branch staff to uncover client needs and offer the most appropriate financial solutions for short- and long-term goals.

The role requires guiding branches to meet personal production and customer service objectives, delivering comprehensive financial planning, and collaborating across lines of business to provide optimal solutions.

Qualifications

• High School Diploma
• Minimum of 1 year of investment sales experience
• Series 7, 63, 65/66 and Life and Health Licenses
• Bachelor's Degree (preferred)
• 2-3 years of investments experience (preferred)
• Experience coaching and developing individuals in a team environment

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 to profile customers and identify goals and provide appropriate solutions.
• Provide ongoing training and sales support to assigned branches to deliver a great customer experience.
• Partner with Mortgage, Business Banking, Private Bank, etc. to provide clients with best solutions.

Skills

Investment sales

Customer service

Financial planning

Education

Bachelor's Degree

High School Diploma

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.

Description
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: 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.