Senior Financial Advisor - Branch

0147 The Huntington Investment Company; South Carolina; Hybrid; USD 90,000 - 150,000; Full time

Job summary

Huntington in the United States is seeking a Senior Financial Advisor - Branch Partner to work closely with branch staff to uncover client needs and offer suitable financial solutions for short- and long-term goals.

You will drive personal production, provide investment and insurance solutions through holistic planning, coach colleagues, and collaborate with Mortgage, Business Banking, Private Bank, and other lines of business to meet client needs.

Qualifications

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

Responsibilities

• Meet 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 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 to provide clients with best solutions for all their needs.
• Performs other duties as assigned.

Skills

Investment sales experience

Coaching & development

Client profiling

Financial planning

Cross-functional collaboration

Education

High School Diploma

Bachelor's Degree

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

Yes (not eligible for overtime pay)

Workplace Type

Office - Our Approach to Office. 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.

Company Culture

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way we save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values - simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you'll apply to join our team.

Accessibility

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to [e-mail]. Reasonable accommodations various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

Additional Information

EEOC Disclaimer Know Your Rights CA Data Privacy CA Data Privacy Rights Tobacco Disclaimer Tobacco-Free Hiring Practice. Visit https://www.huntington.com/lookingout for more details.