Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

HFA Financial Advisor Senior -Branch

Huntington Bancshares, Inc.

Description Summary: Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long‑lasting relationships with both existing and new clients. 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. Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance. 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. Workplace Type: Office Our Approach to Office Workplace Type. 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 Employer. #J-18808-Ljbffr

Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the HFA Financial Advisor Senior -Branch in Raleigh, NC vacancy
  • $48k - $100k

    A major financial institution is seeking a Financial Advisor to deliver comprehensive wealth management strategies and build strong client relationships. Ideal candidates will have over 5 years of experience and possess required FINRA registrations. This role offers a... 
    Senior

    Bank of America

    Raleigh, NC
    1 day ago
  • Blue Cross and Blue Shield of North Carolina is hiring a Principal Financial Advisor. This role involves providing strategic financial guidance to senior leadership, leading financial planning efforts, and developing actionable strategies that align with corporate goals... 
    Senior

    Blue Cross and Blue Shield of North Carolina

    Raleigh, NC
    2 days ago
  •  ...Fifth Third Bank is seeking a Wealth Management Advisor II to act as a trusted advisor for Private Bank clients. The ideal candidate will simplify complexity and articulate wealth goals through collaboration. Responsibilities include client prospecting, team coordination... 
    Senior

    Dormont Manufacturing Company

    Raleigh, NC
    3 hours ago
  •  ...Sas in Cary, North Carolina is seeking a Principal Financial Crimes Solutions Advisor to provide business support for software pre-sales and post-sales activities with financial services clients. The role requires a strong background in financial crimes risk management... 
    Senior

    SAS

    Cary, NC
    4 hours ago
  •  ...Ernst & Young Oman is seeking a Senior Technology Analyst to support clients with Oracle NetSuite implementations. You will engage directly with business stakeholders, contributing to the entire NetSuite ERP lifecycle from requirements gathering to deployment. Your role... 
    Senior

    Ernst & Young Oman

    Raleigh, NC
    3 days ago
  •  ...mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity... 
    Senior
    For contractors
    Local area
    Shift work

    First Command Financial Services

    Cary, NC
    1 day ago
  • $89.17k - $142.68k

     ...Job Description We’re hiring a Senior Strategic Advisor, ASO Pharmacy Financials to join the ASO Pharmacy Business and Market Development Team. You will act as a senior member of the strategic function by contributing to the achievement of retaining ASO target margins... 
    Senior
    Contract work
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week

    JobRx, Inc.

    Raleigh, NC
    3 days ago
  • 慨正橡扯 seeks an Analytics Solutions Associate to enhance forecasting and reporting in Consumer & Community Banking Finance. The role involves ensuring data integrity in Essbase and delivering reliable outcomes. If you're an analytical individual with strong problem-solving...
    Senior

    慨正橡扯

    Raleigh, NC
    2 days ago
  • LE001 Northwest Bank is seeking an Analyst/Associate/Senior Associate to join its Northwest Sponsor Finance team in North Carolina. The...  ...offers the opportunity to work with top-tier private equity sponsors and financial models. #J-18808-Ljbffr LE001 Northwest Bank
    Senior

    LE001 Northwest Bank

    Raleigh, NC
    1 day ago
  • A global consulting firm is seeking a Workday Financials Accounting Center/Prism Consultant in Raleigh, NC. In this role, you will manage teams and ensure effective delivery of payroll, cloud-based HR, and financial management solutions. Key responsibilities include client... 
    Senior

    Accenture

    Raleigh, NC
    3 days ago
  • Ernst & Young Oman is seeking a Senior Technology Analyst to support clients with Oracle NetSuite implementations. You will engage directly with business stakeholders, contributing to the entire NetSuite ERP lifecycle from requirements gathering to deployment. Your role... 
    Senior

    Ernst & Young Oman

    Raleigh, NC
    3 days ago
  •  ...Sponsor Finance (NSF), a division of Northwest Bank, provides senior credit facilities to private equity backed companies in the lower...  ...sponsors, and company/borrower parties. Prepare and manage financial models to support underwriting transactions. Conduct industry research... 
    Senior
    Work at office

    LE001 Northwest Bank

    Raleigh, NC
    2 days ago
  • Job Description Position Summary: The essential duties of Employee as a Senior Financial Analyst are broadly summarized as having an active role in weekly and monthly reporting and analysis, ad hoc reporting, budgeting, forecasting, projections, system implementation,... 
    Senior
    Work at office

    6AM City, LLC

    Raleigh, NC
    2 days ago
  • $77k - $202k

     ...60% The Opportunity As an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various...  ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be... 
    Senior
    Full time
    H1b

    PwC

    Raleigh, NC
    4 days ago
  •  ...management, alongside a team of dedicated professionals. Candidates must have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and relevant financial licenses. Strong sales success, client management skills, and a proactive... 
    Senior

    JPMorgan Chase & Co.

    Raleigh, NC
    1 day ago
  •  ...and reporting cycles. You’ll partner with finance stakeholders to deliver accurate, timely submissions and continuously improve how financial data is managed. If you enjoy solving problems, working cross‑functionally, and turning data into insight, this role is for you.... 
    Senior

    慨正橡扯

    Raleigh, NC
    2 days ago
  • Workday Senior Certified Financials Consultant, Record to Report Join Intecrowd LLC to apply for the Workday Senior Certified Financials Consultant, Record to Report role. Founded by former Workday clients, Intecrowd values partnership and engagement. Leveraging years... 
    Senior
    Full time
    Contract work
    Remote work

    Intecrowd LLC

    Raleigh, NC
    4 days ago
  • A leading financial services firm is seeking a Private Banker to join its U.S. Private Bank in Raleigh, North Carolina. The ideal candidate will have over six years of experience in private banking and be responsible for managing client relationships, advising on wealth... 
    Senior

    JPMorgan Chase & Co.

    Raleigh, NC
    2 days ago
  • Crump Life Insurance Svcs Inc is seeking a dedicated client service representative in North Carolina. This role focuses on providing exceptional client service both in person and over the phone while developing and expanding client relationships. Ideal candidates will possess...
    Senior
    Work at office

    Crump Life Insurance Svcs Inc

    Raleigh, NC
    4 days ago
  •  ...Ernst & Young Oman is seeking a Senior in Technology Analysis to connect business needs with SAP technology solutions. In this role, you will deliver top-notch business analysis, facilitating effective technical solutions for diverse clients. The ideal candidate has 2... 
    Senior

    Ernst & Young Oman

    Raleigh, NC
    3 days ago
  • $50 - $60 per hour

    Join to apply for the Senior Private Banker role at DataAnnotation We are looking for a Senior Private Banker to join our team to train...  ...model. In this role you will need to hold an expert level of financial reasoning. Other related fields include, but are not limited to... 
    Senior
    Hourly pay
    Full time
    Contract work
    Part time
    Remote work

    DataAnnotation

    Raleigh, NC
    2 days ago
  • $50 - $60 per hour

    A leading technology firm is seeking a Senior Private Banker to join their team in North Carolina. The role involves training AI models...  ...and evaluating the quality of their outputs, requiring expert financial reasoning and proficiency in areas such as financial analysis... 
    Senior
    Remote job
    Hourly pay
    Contract work

    DataAnnotation

    Raleigh, NC
    2 days ago
  • A leading healthcare provider in Raleigh, North Carolina is looking for a financial professional to support process improvement initiatives and analyze profitability. The ideal candidate will have at least 3 years of experience in a relevant position and 6 years of expertise... 
    Senior

    WakeMed Health & Hospitals

    Raleigh, NC
    4 days ago
  • $103.71k - $145k

    First Citizens in Raleigh, NC is looking for a Senior Financial Analyst to provide financial support and analysis within the Financial Planning & Analysis team. The hybrid position involves responsibilities such as budgeting, forecasting, and performance tracking across... 
    Senior

    First Citizens

    Raleigh, NC
    11 hours ago
  •  ...FP&A Analyst to support decision-making through data analysis and forecasting. You will influence business initiatives and enhance financial reporting accuracy. The ideal candidate will have a Bachelor’s degree in Economics, Finance, or Business, alongside 3-5 years in... 
    Senior
    Work at office

    Advance Auto Parts

    Raleigh, NC
    2 days ago
  • $46.99k - $112.2k

    The Hispanic Alliance for Career Enhancement is seeking a Senior Analyst responsible for managing the financial analysis of manufacturer contracts. You will aid in the transition to Python for improved data handling and assist with process improvement projects within Finance... 
    Senior
    Full time

    Hispanic Alliance for Career Enhancement

    Raleigh, NC
    2 days ago
  • Sunrock is looking for a Senior FP&A Analyst to support financial planning, forecasting, and operational analysis in Raleigh, NC. This role requires expertise in cost accounting and will involve preparing financial models, variance analysis, and improving financial reporting... 
    Senior

    Sunrock

    Raleigh, NC
    1 day ago
  • Advance Auto Parts in Raleigh, North Carolina is looking for a Senior Financial Analyst to join their Finance team. This role involves supporting strategic planning, delivering actionable insights, and enhancing enterprise performance analytics. The ideal candidate will... 
    Senior
    Work at office

    Advance Auto Parts

    Raleigh, NC
    3 days ago
  • JOB DESCRIPTION Join our dynamic Firmwide Forecast & Analysis team at JP Morgan as a Financial System Operations Senior Associate. This role is pivotal in delivering data and reporting for P&A, CFO, Board, and Regulator insights into firm-wide financial performance and... 
    Senior
    Flexible hours

    慨正橡扯

    Raleigh, NC
    2 days ago
  • $143k - $243k

    A leading pharmacy benefit management firm is seeking a Senior Principal Actuary to provide actuarial direction and innovative modeling. The role involves collaborating with underwriters, leading actuarial staff, and monitoring health policy impacts. Candidates should... 
    Senior
    Remote work

    Prime Therapeutics

    Raleigh, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to HFA Financial Advisor Senior -Branch. Be the first to apply!