Senior Financial Advisor

Huntington Bank; Charlotte (NC); Hybrid; USD 80,000 - 140,000; Full time

Job summary

Huntington Bank in Charlotte, NC is seeking a Senior Financial Advisor to partner with branch teams, identify client needs, and deliver investment and insurance solutions aligned to short-term and long-term objectives.

The role emphasizes coaching, ongoing training, and collaboration across lines of business to support comprehensive client outcomes, in a hybrid office/work-from-home setting in the Charlotte area.

Qualifications

• High School Diploma.
• 1 year minimum investment sales experience.
• Series 7 license.
• Series 63 license.
• Series 65/66 licenses.
• Life and Health Licenses.

Responsibilities

• Own personal production goals and customer service objectives for assigned branches and/or a book of business.
• Provide investment and insurance solutions using a comprehensive financial planning approach.
• Coach branch staff regularly to profile customers and recommend appropriate solutions for evolving needs.
• Deliver ongoing training and sales support to branches to ensure strong customer experiences.
• Partner with Mortgage, Business Banking, Private Bank, and others to coordinate best client solutions.
• Perform other duties as assigned.

Skills

Investment sales

Coaching & training

Client needs assessment

Financial planning

Education

High School Diploma

Bachelor’s Degree

Job description

As a Senior Financial Advisor, you will partner closely with branch teams to identify client needs and deliver investment and insurance solutions aligned to short-term and long-term objectives. The role also emphasizes coaching, ongoing training, and collaboration across lines of business to support comprehensive client outcomes.

Key Responsibilities

• Own personal production goals and customer service objectives for assigned branches and/or a book of business.
• Provide investment and insurance solutions using a comprehensive financial planning approach that considers all assets, goals, time horizon, and risk tolerances.
• Coach branch staff regularly across every location to better profile customers and recommend appropriate solutions for evolving needs.
• Deliver ongoing training and sales support to assigned branches to help ensure a strong customer experience for both current customers and prospective customers.
• Partner with lines of business, including Mortgage, Business Banking, Private Bank, and others, to coordinate the best solutions for clients' overall needs.
• Perform other duties as assigned.

Required Qualifications

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

Preferred Qualifications

• Bachelor's Degree.
• 5+ years of investment and insurance sales experience.
• Trailing production of $400,000 or more from an existing, significant book of business.
• Experience coaching, influencing, and developing individuals in a team environment.
• Demonstrated financial planning skill set and advisory business development experience.
• Bank Financial Advisor experience.
• Track record of exceeding expectations and assigned goals and targets.
• Ability to communicate effectively with a wide range of prospects and clients, with attention to detail in paperwork and a commitment to excellence in service and follow up.

Work Location and Workplace Information

Location: Charlotte, NC (hybrid).

Workplace Type: Office.

Certain positions outside the branch network may be eligible for a flexible work arrangement. Huntington Bank describes a work model that combines in-office and work from home, and notes that remote roles may have opportunities to come together in offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Additional Information

Exempt Status: Yes (not eligible for overtime pay).