Huntington National Bank · 4 hours ago
HFA Financial Advisor Senior - Branch
Cleveland, OH
Full-time
Hybrid
Entry, Mid Level
2+ years expHuntington National Bank is seeking an HFA Financial Advisor Senior - Branch who will partner closely with branch staff to uncover client needs and offer appropriate financial solutions. The role involves achieving personal production goals, providing investment and insurance solutions, and coaching branch staff to enhance customer service and support.
Asset ManagementFinanceFinancial Services
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
Qualification
Required
High School Diploma
Minimum of 1 year of investment sales experience
Series 7, 63, 65/66 and Life and Health Licenses
Preferred
Bachelor's Degree
At least 2-3 years of experience in an investments area
Experience coaching, influencing and developing individuals in a team environment
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
Company
Huntington National Bank
Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services.
10001+ employees
H1B Sponsorship
Huntington National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (120)
2024 (118)
2023 (84)
2022 (114)
2021 (67)
2020 (48)
Funding
Current Stage
Public CompanyTotal Funding
$1.75B2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO
Leadership Team
Donnell White
Senior Vice President - Chief Inclusion Officer
Dontae Noel
Emerging Payments & Platforms Strategy
Recent News
2025-12-31
2025-12-30
Company data provided by crunchbase