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HFA Financial Advisor - Branch

Company: Huntington Bancshares
Location: Waterford
Posted on: July 27, 2022

Job Description:

Description 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 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.
  • 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. 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 Workplace Type: Office EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender IdentityTobacco-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

Keywords: Huntington Bancshares, Waterford , HFA Financial Advisor - Branch, Accounting, Auditing , Waterford, Michigan

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