HFA Financial Advisor - Branch

Huntington National Bank • New Philadelphia, OH

1d • Onsite

About The Position

The HFA Financial Advisor - 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 utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance. They will provide investment/insurance solutions to customers based on this approach and coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions. The advisor will also provide ongoing training and sales support to assigned branches to deliver a great customer experience and partner 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.

Requirements

• High School Diploma
• Minimum of 1 year of investment sales experience
• Series 7, 63, 65/66 and Life and Health Licenses
• Currently authorized to work in the United States on a full-time basis.

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 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

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 best solutions for all their needs.
• Performs other duties as assigned.

Benefits

• Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED