Finance Jobs in Montgomery, OH

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30d ago

HFA Financial Advisor Senior - Branch

Huntington Bank Montgomery, OH

Montgomery, OH

30d ago Closed

Full time Senior Advisor Client Relations

This position is no longer accepting applications (closed Aug 6, 2026).

Job Description

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.

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