HFA Financial Advisor Senior - Branch

Huntington Bank seeks a Senior Financial Advisor, Branch onsite in Montgomery, OH to partner with branch teams and deliver tailored financial solutions for clients' short- and long-term goals.

Responsibilities

• Manage personal production goals and customer service targets across assigned branches or book of clients.
• Provide investment and insurance solutions to clients via a holistic financial planning approach that accounts for all assets, goals, time horizon and risk tolerance.
• Coach branch staff across locations to improve client profiling, identify short-term and long-term goals, and propose appropriate solutions.
• Offer ongoing training and sales support to assigned branches to ensure a high-quality customer experience for current and prospective clients.
• Partner with every line of business (Mortgage, Business Banking, Private Bank, etc.) to present clients with best-fit solutions for their needs.

Requirements

• High School Diploma
• Minimum of 1 year of investment sales experience
• Series 7, 63, 65/66 and Life and Health Licenses

Workplace Type

• Office

Office Workplace Approach

Some positions outside the branch network may be eligible for a flexible work arrangement, blending in-office and remote work. Our approach aims to deepen connections, maintain a strong community, and support strong performance. Remote roles may come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.