HFA Financial Advisor Senior – Branch
| Company | Huntington Bancshares |
|---|---|
| Location | Charlotte, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- High School Diploma
- Minimum of 1 year of investment sales experience
- Series 7, 63, 65/66 and Life and Health Licenses
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.
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