HFA Financial Advisor Senior - Branch

Huntington National Bank • Cleveland, OH

156d

About The Position

The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. This role is responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. The advisor will provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Additionally, the advisor will 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. Ongoing training and sales support to assigned branches will be provided to deliver a great customer experience to all customers and prospective customers. The advisor is also 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. Other duties may be assigned as necessary.

Requirements

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

Nice To Haves

• 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 and assigned goals
• 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

Responsibilities

• Achieve personal production goals and customer service objectives for assigned branches and/or book of business.
• Provide investment/insurance solutions based on a comprehensive financial planning approach.
• Coach branch staff to better profile customers and identify their goals.
• Provide ongoing training and sales support to branches.
• Partner with various lines of business to provide comprehensive solutions to clients.
• Perform other duties as assigned.

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees