Senior Financial Advisor
Huntington
HFA Financial Advisor Senior - BranchThe HFA Financial Advisor Senior - Branch 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 (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 DiplomaMinimum of 1 year of investment sales experienceSeries 7, 63, 65/66 and Life and Health LicensesPreferred Qualifications:Bachelor's DegreeAt least 2-3 years of experience in an investments areaExperience coaching, influencing and developing individuals in a team environmentTrack record of exceeding expectations as well as assigned goals and targetsAbility to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow upExempt Status: YesWorkplace Type: OfficeOur Approach to Office Workplace TypeCertain 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.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
- ...Financial AdvisorHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their... ...approach. Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your...SuggestedWork at officeFlexible hours
- ...Mobile Medical Response (MMR) is seeking a Senior Financial Analyst to perform a broad range of accounting duties, including preparing financial statements, reconciliations, journal entries and audit support. The role requires a Bachelor's in Accounting, at least 3 years...Senior
$17.73 - $17.98 per hour
Assistant Store Manager Hourly rate ranges from $17.73 - $17.98 per hour and is dependent upon qualifications and experience. Benefits include: Company Paid Sick Time, Paid Vacation Time, Paid Holidays, Bereavement Pay, Jury Duty Pay, Contest Prize Awards, 401K Plan...SeniorHourly payLocal area$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Financial Planning AssistantHantz Group is a Michigan-based financial company that works with individuals and businesses to help them... ...Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies...SuggestedWork at officeFlexible hours
- ...Financial AdvisorOur Saginaw, Michigan office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide... ...Functions:Manage client relationships and assist senior advisors with management of complex clients...Full timeWork at officeFlexible hours
- ...Senior Financial AnalystMMR State Street - Saginaw, MI 48603Job DescriptionSupervisory Responsibilities: NoneObjective: The Senior Financial Analyst position performs various duties in a timely and professional manner according to the department protocol. The position...SeniorSecond jobWork at officeLocal area
- ...Financial Aid Advisor The Financial Aid Advisor is responsible for overseeing the financial aid operations for multiple campus locations. This position reports to the Director of Financial Aid Operations. This role will be responsible for ensuring the highest standards...Work at officeLocal areaWeekend workAfternoon shift
- ...Senior Patient Access Representative Position Summary: The Senior Patient Access Representative is responsible for completing tasks... .... Specific job responsibilities will be in registration, financial clearance, insurance verification, cashier, etc. as assigned by...SeniorWork experience placement
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...Senior Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals... ...will work as part of a team with Financial Advisors to develop financial strategies and reduce individual...SeniorWork at officeLocal areaFlexible hours
$65k - $85k
...Credit AnalystA Credit Analyst evaluates the financial strength and creditworthiness of individuals and businesses seeking financing. This professional reviews financial statements, tax returns, cash flow, collateral, and credit history to assess risk and supports sound...$2,500 per month
...Assistant Branch Manager Hours per Week : 38 - Hourly Position Pay Range: Group A Company Summary Welcome to Financial Plus Credit Union (FPCU)- The Place that brings Dreams within Reach. At FPCU, our mission is simple but powerful: Empowering...Hourly payPart timeWork at officeFlexible hoursShift work- ...POSITION SCOPE: We have an exciting opportunity for a detail oriented Senior Accountant located in our headquarters location in Beaverton, MI. The Senior Accountant is responsible for financial statement preparation and reporting for our manufacturing plant...SeniorPermanent employmentWork experience placementVisa sponsorship
$45k - $60k
...Loan Operations Requirements: ~2+ years of commercial loan processing or commercial loan operations experience within a bank or financial institution. ~ Strong knowledge of commercial loan documentation and loan closing processes. ~ Ability to work independently with...Immediate start- ...Member Service Representative) Reports to: Branch Manager Role: To build relationships with members by assisting them with their financial transactions and listening for other financial needs. Essential Functions & Responsibilities 40% - Welcomes the member to...Full timeWork at officeImmediate start
$65k - $90k
...Scope of work: Join Burt Watson Automotive as our Marketing Manager or Senior Marketing Manager! Level and title will be determined based on the selected candidate's experience. This position will lead marketing strategy and brand image across all four of our dealership...SeniorLocal areaFlexible hours- ...a Michigan-based commercial construction company, seeks an Executive Assistant to provide comprehensive administrative support to senior leadership. The role demands exceptional communication, sound judgment, and the ability to manage multiple priorities in a fast-paced...Senior
- ...exceptional member experiences through meaningful conversations and problem-solving? Are you passionate in assisting in member's financial well-being? Help us open our new branch and encourage a better tomorrow in Bay City! We strive to create an atmosphere of belonging...Live outWork at officeFlexible hours
- Legal Services of Eastern Michigan (LSEM) seeks a Supervising Attorney for its Family Legal Assistance Group (FLAG) in Genesee County. The role oversees daily operations, provides supervision, and delivers high-quality legal services to guardians at risk of child protective...Senior
$40k - $100k
Financial Services Representative - State Farm Agent Team Member Location: Bay City, MI. Employment Type: Full Time. Benefits Paid time off Training & development Bonus based on performance Competitive salary Role Description As a Financial Services Representative...Full time- ...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment...For contractorsWork at office
- ...Epic is looking for a Senior In‑House Litigation Attorney to lead complex litigation and provide strategic counsel on regulatory, competition, and healthcare matters. Location Madison, WI – relocation to the area is required and all related expenses will be reimbursed...SeniorFull timeRelocation
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
$75.81k - $131.67k
...This role requires the candidate to reside in Michigan or Ohio.DIRECTV is seeking a Senior Account Manager for LSP Area Sales. This strategic leader will be responsible for managing relationships with independent business owners to drive sell through of DIRECTV products...SeniorWork at officeLocal area- ...opportunity to start or grow your career in banking while providing excellent customer service and learning valuable cash-handling and financial skills. As a community-focused bank with over 125 years of history and 56 locations across Michigan, we offer the stability of an...Bank staffWork at officeLocal areaFlexible hoursNight shift
- Senior Traffic Engineer Location: Any Fishbeck Michigan Regional Office Employment Type: Full Time For over 70 years Fishbeck has been building. As a 100% employee-owned firm, every team member has a stake in what we build together-our work, our reputation, and our future...SeniorFull timeFor contractorsWork at officeLocal areaFlexible hours
- We are committed to providing exceptional care to individuals in need. Our caregivers are highly trained and compassionate, with a passion for making a positive impact in the lives of others. With flexible scheduling, caring environment, competitive pay, bonus opportunities...SeniorWeekly payLocal areaImmediate startFlexible hoursShift work
- ...Saginaw, MI has an opening for a full-time SeniorPastor . The Senior Pastor serves with the Elders to shepherd the church of God, modeling... ...leadership on calendar planning, strategic planning, and financial planning Work closely with church leadership to develop, communicate...SeniorFull timeLive outOverseas
- ...Position: Senior Electrical Hardware Core/Architecture Engineer Position: Senior Electrical Hardware Core / Architecture Engineer At Nexteer, our strength lies in the diversity of our team—each member contributing unique backgrounds, experiences, and aspirations...SeniorContract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor. Be the first to apply!
- senior manager diversity & inclusion Bay City, MI
- senior application administrator Bay City, MI
- senior operations technician Bay City, MI
- financial Bay City, MI
- finance financial Bay City, MI
- financial sales Bay City, MI
- junior financial advisor
- financial advisor part time
- rbc financial advisor
- senior associate corporate finance


