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Huntington National Bank

HFA Financial Advisor Senior - Branch

Huntington National Bank, Charleston, South Carolina, United States, 29408

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Overview

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 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 Exempt Status and Workplace

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. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters:

Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. Job Details

Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Huntington National Bank by 2x Get notified about new Senior Financial Advisor jobs in Charleston, SC. Charleston, SC $78,000.00-$150,000.00 Charleston, SC $100,000.00-$150,000.00 Charleston, SC $70,000.00-$100,000.00 Charleston, South Carolina Metropolitan Area 6 days ago North Charleston, SC $53,125.00-$84,995.00 1 month ago College Financial Representative, Internship Program – Charleston County, SC $500.00-$1,000.00 3 weeks ago Mount Pleasant, SC $86,500.00-$144,000.00 1 week ago Mount Pleasant, SC $48,000.00-$100,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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