Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients achieve their financial goals through tailored investment and insurance solutions.
- Company: Join Huntington Financial Advisors, a leader in building lasting client relationships.
- Benefits: Enjoy flexible work arrangements, combining office and remote work for a balanced lifestyle.
- Why this job: Be part of a supportive team that values your growth and offers impactful financial solutions.
- Qualifications: High School Diploma required; investment sales experience and relevant licenses preferred.
- Other info: Huntington is committed to diversity and equal opportunities for all applicants.
The predicted salary is between 36000 - 60000 £ per year.
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 the 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 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)
Workplace Type: Office
Certain 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.
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.
HFA Financial Advisor Senior - Branch employer: Huntington Bancshares, Inc.
Contact Detail:
Huntington Bancshares, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HFA Financial Advisor Senior - Branch
✨Tip Number 1
Network with current and former financial advisors to gain insights into the role. They can provide valuable information about the day-to-day responsibilities and expectations, which can help you tailor your approach when applying.
✨Tip Number 2
Familiarise yourself with the latest trends in investment and financial planning. Being knowledgeable about current market conditions and financial products will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Prepare to discuss your experience in coaching and developing team members. Highlight specific examples where you've successfully influenced others or improved team performance, as this is a key aspect of the Financial Advisor Senior role.
✨Tip Number 4
Demonstrate your commitment to customer service excellence. Be ready to share stories that showcase your ability to build long-lasting relationships with clients and how you've gone above and beyond to meet their needs.
We think you need these skills to ace HFA Financial Advisor Senior - Branch
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and qualifications for the Financial Advisor Senior position. Tailor your application to highlight how your experience aligns with their needs.
Highlight Relevant Experience: In your CV and cover letter, emphasise your investment sales experience and any coaching or training roles you've held. Use specific examples to demonstrate your ability to meet personal production goals and provide excellent customer service.
Showcase Communication Skills: Since effective communication is key in this role, ensure your application reflects your ability to connect with a diverse range of clients. Use clear and concise language, and consider including examples of successful client interactions.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific requirements mentioned in the job description. Mention your passion for building long-lasting client relationships and how you can contribute to the team's success.
How to prepare for a job interview at Huntington Bancshares, Inc.
✨Know Your Financial Products
Make sure you have a solid understanding of the investment and insurance solutions relevant to the role. Be prepared to discuss how these products can meet various client needs, as this will demonstrate your expertise and ability to provide tailored advice.
✨Showcase Your Coaching Skills
Since the role involves coaching branch staff, think of examples where you've successfully trained or influenced others. Highlight your ability to communicate effectively and how you've helped team members achieve their goals.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle client relationships. Prepare scenarios where you've identified client needs and provided effective financial solutions, showcasing your comprehensive planning approach.
✨Demonstrate Your Commitment to Service Excellence
Be ready to discuss your approach to customer service and follow-up. Share specific instances where you've gone above and beyond to ensure client satisfaction, as this aligns with the company's commitment to delivering a great customer experience.
