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HFA Financial Advisor Senior - Branch

Huntington Bank -
Wake Forest, NC

Apply Now

Job Details

Full-time

Qualifications

Financial sales
Series 66
High school diploma or GED
Series 7
Insurance sales
Series 65
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

Description

Summary:

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.

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.

Basic Qualifications:

High School Diploma
Minimum of 1 year of investment sales experience

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

Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Apply Now

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financial advisor jobs in henderson, nc

HFA Financial Advisor Senior - Branch

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Retirement Planner

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