Finance Jobs in Springboro, OH

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5mo ago

HFA Financial Advisor Senior - Branch

Huntington Bank Springboro, OH

Springboro, OH

5mo ago Closed

Full time Senior Advisor Banking

This position is no longer accepting applications (closed Jul 12, 2026).

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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