Senior Financial Advisor - Branch & Growth Coach (Remote)

Huntington Bank; Traverse City (MI); On-site; USD 60,000 - 80,000; Full time

Job summary

Huntington Bank is looking for a Senior Financial Advisor for its Traverse City branch. The role involves partnering with branch staff to understand client needs and provide tailored financial solutions. Candidates should have a High School Diploma with at least one year of investment sales experience. Preferred qualifications include a Bachelor's Degree and two to three years in investments. The position offers a collaborative office environment aimed at fostering strong community connections and enhancing customer experiences.

Qualifications

• Minimum of 1 year of investment sales experience.
• Experience coaching, influencing, and developing individuals in a team.
• Ability to communicate effectively with a range of prospects and clients.

Responsibilities

• Partner with branch staff to uncover client needs.
• Provide investment/insurance solutions based on financial planning.
• Coach branch staff to better profile customers and provide solutions.
• Provide ongoing training and sales support.

Skills

Investment sales experience

Client communication

Coaching and mentoring

Attention to detail

Education

High School Diploma

Bachelor's Degree

Tools

Series 7 License

Series 63 License

Series 65/66 License

Life and Health Licenses

Job description

Huntington Bank is looking for a Senior Financial Advisor for its Traverse City branch. The role involves partnering with branch staff to understand client needs and provide tailored financial solutions. Candidates should have a High School Diploma with at least one year of investment sales experience. Preferred qualifications include a Bachelor's Degree and two to three years in investments. The position offers a collaborative office environment aimed at fostering strong community connections and enhancing customer experiences.