Senior Branch Financial Advisor — Hybrid/Remote Growth

Huntington Bank; Montgomery (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Huntington Bank is looking for a Senior Financial Advisor to work closely with branch staff in Montgomery, Ohio. In this role, you will be responsible for achieving personal production goals while providing tailored financial solutions to clients. You will coach branch staff to enhance customer profiling and long-term goal identification, ensuring an exceptional customer experience.

The ideal candidate holds a High School Diploma, with at least 1 year of investment sales experience and necessary licenses. Preferences include a Bachelor's Degree and experience in investment coaching.

Qualifications

• 1 year of investment sales experience required.
• Series 7, 63 and 65/66, and Life and Health Licenses.
• Ability to communicate effectively with a wide range of clients.

Responsibilities

• Achieve personal production goals and customer service objectives.
• Provide investment solutions based on client financial planning.
• Coach branch staff to identify customer goals.

Skills

Investment sales

Coaching

Customer service

Financial planning

Education

High School Diploma

Bachelor's Degree

Job description

Huntington Bank is looking for a Senior Financial Advisor to work closely with branch staff in Montgomery, Ohio. In this role, you will be responsible for achieving personal production goals while providing tailored financial solutions to clients. You will coach branch staff to enhance customer profiling and long-term goal identification, ensuring an exceptional customer experience.

The ideal candidate holds a High School Diploma, with at least 1 year of investment sales experience and necessary licenses. Preferences include a Bachelor's Degree and experience in investment coaching.