HFA Financial Advisor Senior
3 weeks ago
HHFA Financial Advisor Senior - BranchThe HHFA 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 the best solutions for all their needs.Performs other duties as assigned.Basic Qualifications:High School DiplomaMinimum of 1 year of investment sales experienceSeries 7, 63, 65/66 and Life and Health LicensesPreferred Qualifications:Bachelor's DegreeAt least 2-3 years of experience in an investments areaExperience coaching, influencing and developing individuals in a team environmentTrack record of exceeding expectations as well as assigned goals and targetsAbility to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow upExempt Status: Yes = not eligible for overtime payWorkplace Type: OfficeCertain 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.Compensation Range: 77,000.00 - 154,000.00 USD Annual Plus incentivesThe compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).Huntington is an Equal Opportunity Employer.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
-
Financial Advisor
3 weeks ago
Overland Park, United States BOK Financial Full timeFinancial AdvisorYou place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Financial Advisor. You'll be positioned for a great...
-
Financial Advisor
1 week ago
Overland Park, United States BOK Financial Full timeReq ID: 77014 Location: Overland Park -OVPK Areas of Interest: Sales Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...
-
Financial Advisor
2 weeks ago
Overland Park, United States BOK Financial Full timeReq ID: 77014 Location: Overland Park -OVPK Areas of Interest: Sales Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...
-
Financial Advisor
4 days ago
Overland Park, KS, United States BOK Financial Full timeReq ID: 77014 Location: Overland Park -OVPK Areas of Interest: Sales Pay Transparency Salary Range: Not Available Application Deadline: 01/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...
-
Financial Advisor
2 weeks ago
Overland Park, KS, United States BOK Financial Full timeReq ID: 77014 Location: Overland Park -OVPK Areas of Interest: Sales Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...
-
Financial Advisor
4 days ago
Overland Park, KS, United States BOK Financial Full timeReq ID: 77014 Location: Overland Park -OVPK Areas of Interest: Sales Pay Transparency Salary Range: Not Available Application Deadline: 01/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...
-
Financial Advisor
1 week ago
Overland Park, KS, United States BOK Financial Full timeReq ID: 77014 Location: Overland Park -OVPK Areas of Interest: Sales Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...
-
Financial Advisor
6 days ago
Overland Park, KS, United States BOK Financial Full timeReq ID: 77014 Location: Overland Park -OVPK Areas of Interest: Sales Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...
-
Financial Advisor
2 weeks ago
Woodland Park, CO, United States Thrivent Financial Full timeMeaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through...
-
Financial Advisor
4 weeks ago
Wheat Ridge, United States Colorado Staffing Full timeFinancial AdvisorThis job posting is anticipated to remain open for 30 days. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement,...
