Senior Financial Advisor — Remote Growth & Impact

Huntington National Bank

Bay City (MI)

Hybrid

USD 70,000 - 100,000

Full time

7 days ago

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Job summary

Huntington National Bank is seeking a results-oriented financial professional to drive personal production goals and deliver comprehensive investment and insurance solutions. You will coach branch staff, profile customers, and partner across Mortgage, Business Banking, and Private Bank to tailor client strategies.

The role emphasizes teamwork, exceptional service, and ongoing training to ensure a superior customer experience across all locations.

Qualifications

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

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 to profile customers and provide appropriate solutions.
Provide ongoing training and sales support to branches to deliver a great customer experience.
Partner with Mortgage, Business Banking, Private Bank, etc. to provide clients with best solutions.
Performs other duties as assigned.