HFA Financial Advisor Senior- Branch

Huntington National Bank•Arvada, CO

3d•Onsite

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.

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 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.
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.