HFA Financial Advisor Senior- Branch

2 months ago


Greenwood, United States Huntington Bancshares, Inc. Full time

Description

Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.Our Financial Advisors 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: (Yes

= not eligible for overtime pay) ( No = eligible for overtime pay) Yes

Workplace Type: Office Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

#J-18808-Ljbffr



  • Greenwood, United States Huntington Bancshares Inc. Full time

    Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their...


  • Greenwood, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Greenwood, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Greenwood, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Financial Advisor

    2 months ago


    Greenwood Village, United States Colorado Financial Advisors Full time

    Indenpendence, Autonomy, Helping others, Great income potential. Life & Health + FINRA Series preferred. Send me a message or call my office and we can decide if this would be a fit.We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Our...

  • Financial Advisor

    2 months ago


    Greenwood Village, United States Colorado Financial Advisors Full time

    Indenpendence, Autonomy, Helping others, Great income potential. Life & Health + FINRA Series preferred. Send me a message or call my office and we can decide if this would be a fit.We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Our...


  • Greenwood, SC, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Financial Advisor

    3 months ago


    Greenwood, United States Bankers Life Full time

    Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will:a client base and develop knowledge of Bankers Life financial products...

  • Financial Advisor

    6 days ago


    Greenwood, United States Northwestern Mutual Full time $100,000 - $150,000

    Job DescriptionJob DescriptionIf you’ve considered starting a business or want to be your own boss, this may be what you’re looking for!As a Financial Advisor, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both...


  • Greenwood Village, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Greenwood Village, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Senior Wealth Advisor

    2 weeks ago


    GREENWOOD VILLAGE, United States Empower Full time

    Grow your career with a growing organizationWhether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective,...

  • Private Client Advisor

    2 months ago


    Greenwood, United States Greenwood Capital Associates Full time

    Job DescriptionJob DescriptionPrivate Client Advisor Greenwood Capital Associates | Greenwood, SCOrganizational OverviewGreenwood Capital, a Registered Investment Advisor, provides a complete wealth management experience through a holistic approach to financial planning and investment management. As we are focused on meeting our clients' needs now and...


  • Greenwood, United States Republic Finance Full time

    Overview & Responsibilities Are you a current Junior or Senior in college that is seeking an Internship with a Finance or Business focus? If so, then look no more! Republic Finance is seeking Interns for our Branch Operations program! As a Branch Ops Interns you will have the opportunity to learn the daily functions and operations of a branch as well as...


  • GREENWOOD VILLAGE, United States Empower Full time

    Grow your career with a growing organizationWhether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective,...


  • Greenwood, United States Citizens Bank Full time

    Job DescriptionJob DescriptionSummary of Job Responsibilities:This position will support the branch manager by supervising tellers/bankers and owning the activities of the branch. The Assistant Branch Manager is the Customer Champion for the bank by providing exceptional customer service through direct contact with customers and building strong relationship...


  • Greenwood, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and...


  • Greenwood Village, United States Creative Financial Staffing Full time

    Senior Cost Accountant Job Summary: We are seeking an experienced Senior Cost Accountant to join our collaborative team. The Senior Cost Accountant will be responsible for managing the cost accounting process, analyzing manufacturing costs, and ensuring accurate product costing. We are looking for a self-starter to work independently and collaboratively with...


  • Greenwood Village, United States Creative Financial Staffing Full time

    Senior Cost Accountant Job Summary: We are seeking an experienced Senior Cost Accountant to join our collaborative team. The Senior Cost Accountant will be responsible for managing the cost accounting process, analyzing manufacturing costs, and ensuring accurate product costing. We are looking for a self-starter to work independently and collaboratively with...


  • Greenwood, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.   In the RoleDeliver results related to...