Senior Financial Advisor: Branch Partner & Coach

Huntington National Bank; Springboro (OH); On-site; USD 65,000 - 85,000; Full time

Job summary

Huntington National Bank seeks an experienced HFA Financial Advisor Senior in Springboro, Ohio. This role focuses on identifying client needs and offering tailored financial solutions while achieving personal production goals.

Responsibilities include coaching branch staff, delivering exceptional customer service, and collaborating with various business lines. Candidates should have a minimum of 1 year in investment sales and relevant licenses.

Qualifications

• Minimum of 1 year of investment sales experience.
• Series 7, 63, 65/66 and Life and Health Licenses required.
• Customer service objectives for assigned branches.

Responsibilities

• Manage personal production goals and customer service objectives.
• Coach branch staff to better profile customer needs.
• Provide ongoing sales support to enhance customer experience.

Skills

Investment sales experience

Coaching and influencing

Communication skills

Education

High School Diploma

Bachelor's Degree

Job description

Huntington National Bank seeks an experienced HFA Financial Advisor Senior in Springboro, Ohio. This role focuses on identifying client needs and offering tailored financial solutions while achieving personal production goals.

Responsibilities include coaching branch staff, delivering exceptional customer service, and collaborating with various business lines. Candidates should have a minimum of 1 year in investment sales and relevant licenses.