Senior Financial Advisor — Remote Client Solutions Leader

Huntington National Bank; Traverse City (MI); On-site; USD 50,000 - 70,000; Full time

Job summary

Huntington National Bank in Traverse City seeks a Financial Advisor Senior to partner with branch staff in delivering tailored financial solutions to clients. The ideal candidate will have investment sales experience and relevant licenses, alongside strong coaching and communication skills. Responsibilities include achieving personal goals, providing training, and ensuring great customer service. This role promotes a supportive workplace environment while emphasizing flexibility in work arrangements.

Qualifications

• Minimum of 1 year of investment sales experience required.
• Ability to coach branch staff and influence individuals in a team.
• Attention to detail in paperwork and a commitment to service excellence.

Responsibilities

• Responsible for personal production goals in assigned branches.
• Provide investment solutions based on customer's comprehensive financial planning.
• Ongoing training and sales support to enhance customer experience.

Skills

Customer service objectives

Investment sales experience

Coaching and training

Communication skills

Education

High School Diploma

Bachelor's Degree

Tools

Series 7 License

Series 63 License

Series 65/66 License

Life and Health Licenses

Job description

Huntington National Bank in Traverse City seeks a Financial Advisor Senior to partner with branch staff in delivering tailored financial solutions to clients. The ideal candidate will have investment sales experience and relevant licenses, alongside strong coaching and communication skills. Responsibilities include achieving personal goals, providing training, and ensuring great customer service. This role promotes a supportive workplace environment while emphasizing flexibility in work arrangements.