Senior Financial Advisor - Hybrid/Remote Growth Partner

The Huntington National Bank; Charlotte (NC); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Huntington National Bank in Charlotte, NC seeks a Senior Financial Advisor - Branch partner to work with branch staff to identify client needs and offer suitable financial solutions for their short-term and long-term goals.

The role emphasizes personal production goals, delivering investment/insurance solutions through comprehensive planning, and cross-location coaching across lines of business such as Mortgage and Private Banking.

Qualifications

• High School Diploma
• 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 (preferred)
• Trailing production of $400,000+ from a significant book of business (preferred)
• Experience coaching, influencing and developing individuals in a team environment (preferred)
• Demonstrated financial planning skill set and advisory business development experience (preferred)

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 better 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.

Skills

Investment sales

Financial planning

Team coaching

Education

Series 7, 63, 65/66 and Life and Health Licenses

Bachelor's Degree

Job description

Huntington National Bank in Charlotte, NC seeks a Senior Financial Advisor - Branch partner to work with branch staff to identify client needs and offer suitable financial solutions for their short-term and long-term goals.

The role emphasizes personal production goals, delivering investment/insurance solutions through comprehensive planning, and cross-location coaching across lines of business such as Mortgage and Private Banking.