Senior Financial Advisor – Branch (Hybrid)

0147 The Huntington Investment Company; Byron Township (MI); Hybrid; USD 85,000 - 120,000; Full time

Job summary

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

The role emphasizes personal production, customer service goals, and collaboration across lines of business to deliver optimal client solutions. Office-based with flexible work arrangements and a strong emphasis on coaching and training.

Qualifications

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

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 to provide clients with best solutions for all their needs.

Skills

Investment sales experience

Education

High School Diploma

Bachelor's Degree

Tools

Series 7, 63, 65/66 and Life & Health Licenses

Job description

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

The role emphasizes personal production, customer service goals, and collaboration across lines of business to deliver optimal client solutions. Office-based with flexible work arrangements and a strong emphasis on coaching and training.