Remote Senior Financial Advisor & Branch Partner

Huntington Bancshares, Inc.; Charlotte (NC); On-site; USD 95,000 - 180,000; Full time

Job summary

Huntington Bancshares, Inc. is seeking a Senior - Financial Advisor (Branch Partner) who works closely with branch staff to uncover client needs and offer the most suitable financial solutions for both short-term and long-term goals.

This role drives personal production and customer service across assigned branches, delivering investment and insurance solutions through a comprehensive planning approach and collaborating with Mortgage, Business Banking, and Private Bank to meet client needs.

Qualifications

• Minimum of 1 year of investment sales experience.
• Series 7, 63, 65/66 and Life and Health Licenses.
• High School Diploma.
• Bachelor's Degree preferred.
• 5+ years of investment and insurance sales experience.

Responsibilities

• Meet personal production goals and customer service objectives for assigned branches/book of business.
• Provide investment/insurance solutions based on a comprehensive financial planning approach.
• Coach branch staff to profile customers and identify goals.
• Provide ongoing training and sales support to branches for a great customer experience.
• Partner with Mortgage, Business Banking, Private Bank, etc. to provide best solutions for clients.
• Perform other duties as assigned.

Skills

Investment sales

Financial planning

Client coaching

Sales leadership

Education

Bachelor's Degree

Licenses: Series 7/63/65/66 Life & Health

Job description

Huntington Bancshares, Inc. is seeking a Senior - Financial Advisor (Branch Partner) who works closely with branch staff to uncover client needs and offer the most suitable financial solutions for both short-term and long-term goals.

This role drives personal production and customer service across assigned branches, delivering investment and insurance solutions through a comprehensive planning approach and collaborating with Mortgage, Business Banking, and Private Bank to meet client needs.