HFA Financial Advisor Senior - Branch

0147 The Huntington Investment Company; Wake Forest (NC); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Flexible work arrangements

Job summary

The Huntington Investment Company is seeking a Senior Financial Advisor - Branch Partner to work with branch staff to uncover client needs and deliver suitable financial solutions for short- and long-term goals.

This role drives personal production and service objectives across branches, coaching staff, and coordinating with Mortgage, Business Banking, Private Bank, and other partners to ensure excellent client outcomes.

Qualifications

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

Responsibilities

• Responsible for personal production goals and customer service for all assigned branches or book of business.
• Provide investment/insurance solutions using a comprehensive financial planning approach.
• Coach branch staff to profile customers and deliver appropriate solutions.
• Provide ongoing training and sales support to branches to enhance client experience.
• Partner with Mortgage, Business Banking, Private Bank and other lines of business to deliver best solutions.

Skills

Coaching

Influencing

Team development

Education

Bachelor's Degree

Tools

Series 7 License

Series 63 License

Series 65/66 Licenses

Life & Health Licenses

Job description

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