To begin the application process, please enter your email address.
Company Contact Info
1368 U.S. 131
Petoskey, MI 49770
Sorry, we cannot save or unsave this job right now.
Report this Job
Saving Your Job Alert
Job Alert Saved!
Could not save Job Alert!
You have too many Job Alerts!
This email address has reached the maximum of 5 email alerts. To create a new alert, you will need to log into your email and unsubscribe from at least one.
Email Send Failed!
HFA Financial Advisor Senior - Branch
Huntington National Bank • Petoskey, MI
Posted 1 month ago
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.
- 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.
Huntington does not accept solicitation from Third Party Recruiters for any position.