HFA Financial Advisor Senior -Branch

About the role

Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with branch staff to uncover client needs and offer the most appropriate financial solutions for their short-term and long-term goals.

Responsibilities

• Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
• Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon, and risk tolerance.
• 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 the best solutions for all their needs.
• Performs other duties as assigned.

Requirements

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

Preferred Qualifications

• Bachelor's Degree
• At least 2-3 years of experience in an investments area
• Experience coaching, influencing, and developing individuals in a team environment
• Track record of exceeding expectations as well as assigned goals and targets
• Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork, and commitment to excellence in service and follow-up

Schedule

This is a non-exempt position (eligible for overtime pay).

Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement, combining in-office and work-from-home opportunities. Specific work arrangements will be provided by the hiring team.