Senior Financial Advisor — Client Solutions & Planning

Huntington

Charlotte, Northern (NC, KY)

Hybrid

USD 90,000 - 150,000

Full time

9 days ago

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Job summary

Huntington is seeking a Senior Financial Advisor - Branch in Charlotte, NC, to partner with branch staff and uncover client needs, delivering tailored investment and insurance solutions through a comprehensive planning approach. You will drive personal production goals and support across multiple lines of business to best serve clients.

The role emphasizes coaching, ongoing training, and strong customer service, with a focus on long-term relationships and holistic financial guidance.

Qualifications

Minimum of 1 year of investment sales experience.
Series 7, 63, 65/66 and Life and Health Licenses.
Bachelor's Degree preferred.
5+ years of investment and insurance sales experience.

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 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 (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
Performs other duties as assigned.