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Huntington National Bank · 4 hours ago

HFA Financial Advisor - Branch

Kent, OH

Full-time

Hybrid

Entry, Mid Level

1+ years exp

Huntington National Bank is seeking an HFA Financial Advisor - Branch who will partner closely with branch staff to uncover client needs and provide appropriate financial solutions. The role involves achieving personal production goals, coaching branch staff, and delivering exceptional customer service across various financial products.

Asset ManagementFinanceFinancial Services

No H1B

Responsibilities

Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business

Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance

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

Investment sales experienceSeries 7 LicenseSeries 63 LicenseLifeHealth LicensesCoaching experienceCommunication skillsTeam developmentCustomer service excellenceAttention to detail

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