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Closed on July 12, 2026.
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HFA Financial Advisor Senior - Branch
Senior
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Job Description
The HFA Financial Advisor Senior - Branch partners with branch staff to uncover client needs and offer appropriate financial solutions for clients' short-term and long-term goals.
Location: Springboro, OH (hybrid)
Responsibilities
- Achieve personal production targets and customer-service objectives across all assigned branches or book of business.
- Recommend investment and insurance solutions based on a holistic financial plan that accounts for assets, goals, time horizon, and risk tolerance.
- Provide ongoing coaching to branch staff across locations to better profile clients and identify short-term and long-term objectives, delivering suitable solutions as needed.
- Deliver continuous training and sales support to designated branches to ensure a high-quality customer experience for current and prospective clients.
- Collaborate with every line of business (Mortgage, Business Banking, Private Bank, etc.) to present clients with optimal solutions for their needs.
- Perform additional duties as assigned.
Requirements
- High School Diploma
- Minimum of 1 year of investment sales experience
- Series 7 license
- Series 63 license
- Series 65/66 license
- Life and Health Licenses
Exempt Status
Yes
Workplace Type
Office
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