Senior Financial Advisor - Branch | Remote Options & Growth

Huntington National Bank; Cincinnati (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Huntington National Bank is seeking a Senior Financial Advisor – Branch partner to work with branch staff to identify client needs and offer the most suitable financial solutions for short- and long-term goals. The role emphasizes investment and insurance guidance within a collaborative branch network.

The position requires securities licenses (Series 7, 63, 65/66) and Life & Health licenses, with a focus on coaching, sales targets, and delivering exceptional client service across multiple

Qualifications

• High School Diploma (implied minimum)
• Minimum of 1 year of investment sales experience
• Active securities licenses: Series 7, 63, 65/66 and Life & Health Licenses

Responsibilities

• Meet personal production goals and customer service targets across branches or book of business.
• Provide investment/insurance solutions using a comprehensive financial planning approach.
• Coach branch staff to profile customers and identify goals for appropriate solutions.
• Deliver ongoing training and sales support to branches to ensure a great customer experience.

Skills

Investment sales

Coaching & development

Client profiling

Education

Bachelor's Degree

Tools

Series 7

Series 63

Series 65/66

Life & Health Licenses

Job description

Huntington National Bank is seeking a Senior Financial Advisor – Branch partner to work with branch staff to identify client needs and offer the most suitable financial solutions for short- and long-term goals. The role emphasizes investment and insurance guidance within a collaborative branch network.

The position requires securities licenses (Series 7, 63, 65/66) and Life & Health licenses, with a focus on coaching, sales targets, and delivering exceptional client service across multiple