Senior Financial Advisor - Branch

Huntington Bancshares, Inc.; Charlotte (NC); Hybrid; 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

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
• 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 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

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.

Equal Opportunity Employer

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice

Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters

Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.