Huntington National Bank

HFA Financial Advisor Senior - Branch

Huntington National Bank • $80K — $95K *
Ann Arbor, MI 48103In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • High School Diploma required.
  • Minimum of 1 year investment sales experience needed.
  • Must hold Series 7, 63, 65/66 and Life and Health Licenses.
  • Preferred Bachelor's Degree.
  • 5+ years of investment and insurance sales experience is advantageous.
  • Track record of managing $400,000+ in trailing production from a significant book of business.
  • Experience in coaching and developing team members is preferred.

Responsibilities

  • Achieve personal production goals and customer service objectives for assigned branches.
  • Offer investment and insurance solutions using a comprehensive financial planning approach.
  • Regularly coach branch staff to help identify customer goals and appropriate solutions.
  • Provide ongoing training and sales support to branches to enhance customer experience.
  • Collaborate with various lines of business to provide tailored financial solutions to clients.
  • Perform additional assigned duties as required.

Benefits

  • Workplace flexibility with potential for a hybrid work arrangement (in-office and remote).
  • Opportunity for ongoing professional development through coaching and training.
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.
  • Performs other duties as assigned.


Basic Qualifications:

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


Preferred Qualifications:

  • Bachelor's Degree
  •  5+ years of investment and insurance sales experience.
  • Trailing production of $400,000 or more from an existing, significant book of business.
  • Experience coaching, influencing and developing individuals in a team environment
  • Demonstrated financial planning skill set and advisory business development experience.
  • Bank Financial Advisor Experience
  • Track record of exceeding expectations as well as assigned goals and targets
  • Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up


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.

About Huntington National Bank

Huntington National Bank Careers

Join the dynamic team at Huntington National Bank, a place where your career aspirations align with outstanding job opportunities. Our commitment to innovation, leadership, and professional growth makes Huntington an ideal environment for your ambitions to flourish.

Work You’ll Do

At Huntington, we empower our employees to master their career paths in the banking industry. As a member of our team, you will engage in meaningful work that directly impacts our clients and communities. With a focus on digital transformation and financial solutions, Huntington stands at the forefront of the banking sector.

Lead with Innovation and Leadership

Huntington National Bank is not just a bank; it's a pivotal platform for innovation and leadership in the financial industry. We offer a unique position in the marketplace that intersects financial services with cutting-edge technology and customer-centric solutions.

Explore Job Opportunities and Employment

Whether you're seeking your first job or you're a seasoned professional looking to transition, Huntington offers a range of employment opportunities. From entry-level positions to executive roles, our job openings cater to a diversity of skills and experiences.

Internship Programs

Kickstart your career with Huntington’s internship programs. These opportunities are designed to give you hands-on experience and insights into the banking sector, enhancing your resume and boosting your employability.

Benefits and Culture

At Huntington, we pride ourselves on a culture that supports diversity, inclusion, and professional development. Our benefits package is comprehensive, supporting not only your career growth but also your personal well-being and financial health.

Join Our Team

Be part of a team that values creativity, problem-solving, and collaboration. Huntington encourages a culture where innovation thrives, and diverse ideas are celebrated.

Networking and Professional Growth

Advance your career with unmatched opportunities for professional growth and networking. Huntington is dedicated to providing ongoing training and leadership programs that empower you to take your career to new heights.

Career Development

Invest in your future with Huntington’s career development programs. From diversity training to leadership workshops, we provide the tools necessary for you to succeed in your professional journey.

Stay Connected

Join the Huntington National Bank team today and discover how your career can prosper in an environment committed to your growth and success.

Search Huntington Jobs

Explore the positions that match your skills and interests. We are continuously hiring and looking for individuals who are passionate, driven, and ready to contribute to our success.

Keep Up to Date

Stay informed with career tips, industry insights, and insider perspectives—all from the people who are part of our Huntington family.

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Customize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Huntington National Bank. Join us at Huntington National Bank, where your career is our commitment.
Learn more about Huntington National Bank
Size
19,722 employees
Market Cap
$21 billion
Industry
Finance & Insurance
Net Income
$817 million
Founded
1866
5 Year Trend
+11.5%
NASDAQ
HBAN
* Ladders Estimates

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