Senior Financial Advisor

Huntington National Bank; Bay City (MI); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Huntington National Bank is seeking a results-oriented financial professional to drive personal production goals and deliver comprehensive investment and insurance solutions. You will coach branch staff, profile customers, and partner across Mortgage, Business Banking, and Private Bank to tailor client strategies.

The role emphasizes teamwork, exceptional service, and ongoing training to ensure a superior customer experience across all locations.

Qualifications

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

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 provide appropriate solutions.
• Provide ongoing training and sales support to branches to deliver a great customer experience.
• Partner with Mortgage, Business Banking, Private Bank, etc. to provide clients with best solutions.
• Performs other duties as assigned.

Skills

Investment sales

Coaching

Customer service

Communication

Education

High School Diploma

Bachelor's Degree

Tools

Series 7

Series 63

Series 65/66

Life & Health Licenses

Job description

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)

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.