HFA Financial Advisor Senior - Branch

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HFA Financial Advisor Senior - Branch

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remote type

Office

locations

Naperville, IL

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

R0054770

Description

Summary:
The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.

Duties & 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.

Basic Qualifications:
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

Exempt Status: (Yes

= not eligible for overtime pay) ( No = eligible for overtime pay)
Yes

Workplace Type:
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

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