Senior Financial Advisor - Branch (Hybrid/Remote)

Huntington National Bank; Byron Township (MI); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Michigan is seeking an HFA Financial Advisor Senior - Branch. This role involves providing investment solutions and coaching branch staff to meet customer needs. Candidates should have a High School Diploma, investment sales experience, and necessary licenses. A Bachelor's degree is preferred. The position offers a combination of in-office and remote work flexibility, with a focus on delivering excellent service.

Qualifications

• High School Diploma required.
• Minimum of 1 year of investment sales experience.
• Series 7, 63, 65/66 and Life and Health Licenses required.
• Bachelor's Degree preferred.
• 2-3 years of experience in investments preferred.

Responsibilities

• Achieve personal production goals and customer service objectives.
• Provide investment and insurance solutions to customers.
• Coach branch staff to profile customers and identify their goals.
• Provide ongoing training and sales support to branches.
• Partner with lines of business to provide best client solutions.

Job description

A leading financial institution in Michigan is seeking an HFA Financial Advisor Senior - Branch. This role involves providing investment solutions and coaching branch staff to meet customer needs. Candidates should have a High School Diploma, investment sales experience, and necessary licenses. A Bachelor's degree is preferred. The position offers a combination of in-office and remote work flexibility, with a focus on delivering excellent service.