Senior Financial Advisor - Hybrid/Remote Branch Partner

0147 The Huntington Investment Company; Wake Forest (NC); Ibrido; USD 80.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible work arrangements

Descrizione del lavoro

The Huntington Investment Company is seeking a Senior Financial Advisor - Branch Partner to work with branch staff to uncover client needs and deliver suitable financial solutions for short- and long-term goals.

This role drives personal production and service objectives across branches, coaching staff, and coordinating with Mortgage, Business Banking, Private Bank, and other partners to ensure excellent client outcomes.

Competenze

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

Mansioni

• Responsible for personal production goals and customer service for all assigned branches or book of business.
• Provide investment/insurance solutions using a comprehensive financial planning approach.
• Coach branch staff to profile customers and deliver appropriate solutions.
• Provide ongoing training and sales support to branches to enhance client experience.
• Partner with Mortgage, Business Banking, Private Bank and other lines of business to deliver best solutions.

Conoscenze

Coaching

Influencing

Team development

Formazione

Bachelor's Degree

Strumenti

Series 7 License

Series 63 License

Series 65/66 Licenses

Life & Health Licenses

Descrizione del lavoro

The Huntington Investment Company is seeking a Senior Financial Advisor - Branch Partner to work with branch staff to uncover client needs and deliver suitable financial solutions for short- and long-term goals.

This role drives personal production and service objectives across branches, coaching staff, and coordinating with Mortgage, Business Banking, Private Bank, and other partners to ensure excellent client outcomes.