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Company Contact Info

  • 1368 U.S. 131
    Petoskey, MI 49770

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HFA Financial Advisor Senior - Branch

Huntington National Bank • Petoskey, MI

Posted 1 month ago

Job Snapshot

Full-Time
Other Great Industries
Finance

Job Description



Description

Responsible for personal production goals and customer service objectives for all assigned branches. Works closely with all branch staff (licensed and non-licensed) to help identify investment and / or insurance opportunities to help customers with their long-term goals.

  • Coach bankers as needed to better profile customers in order to identify needs and provide appropriate solutions.
  • Provide ongoing coaching, product / sales training and sales support to assigned branches in order to deliver a great customer experience to all customers and prospective customers.
  • Responsible for partnering with different lines of business (Mortgage, Business Banking, Private Bank, etc) to provide clients with best solutions for all their needs.
  • Provides investment / insurance products and services to customers based on comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.

Basic Qualifications:

  • Bachelor's Degree
  • Minimum of 1 year of investment sales experience
  • Series 7, 63, 65/66 and Life and Health Licenses

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at HuntingtonCareers@Huntington.com.



EEOC Disclaimer

EEO is The Law

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

EEO is The Law - Supplemental Poster



Tobacco Disclaimer

Tobacco-Free Hiring Practice



Agency Statement

Huntington does not accept solicitation from Third Party Recruiters for any position.

Job ID: R0000159
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