Senior Financial Advisor - Branch

Huntington; Charlotte, Northern (NC, KY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Huntington is seeking a Senior Financial Advisor - Branch in Charlotte, NC, to partner with branch staff and uncover client needs, delivering tailored investment and insurance solutions through a comprehensive planning approach. You will drive personal production goals and support across multiple lines of business to best serve clients.

The role emphasizes coaching, ongoing training, and strong customer service, with a focus on long-term relationships and holistic financial guidance.

Qualifications

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

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 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.

Skills

Investment sales

Client advisory

Financial planning

Coaching

Relationship management

Education

Bachelor's degree

Tools

Series 7

Series 63

Series 65/66

Life and Health Licenses

Job description

## Senior Financial Advisor - BranchApply: Office: Charlotte, NC: Full time: Posted Today: R0075826# **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: (Yes** = not eligible for overtime pay) (**No** = eligible for overtime pay)Yes**Workplace Type:**OfficeOur Approach to **Office** Workplace TypeCertain 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.