Senior Financial Advisor

Senior Financial Advisor

The Senior Financial Advisor provides expert financial guidance to high-net-worth clients, helping them achieve their long-term financial goals. This role involves developing personalized wealth management strategies, including investments, retirement planning, estate planning, and risk management. The advisor builds and maintains strong client relationships, identifies growth opportunities, and collaborates with internal specialists to deliver comprehensive financial solutions. Additionally, the role ensures compliance with regulatory standards and internal policies while representing the bank with professionalism and integrity.

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 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
• Life and Health Licenses

Preferred Qualifications:

• Bachelor's Degree
• CFP
• 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

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