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

HFA Financial Advisor Senior -Branch

Huntington National Bank

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 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) No 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. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. #J-18808-Ljbffr Huntington National Bank

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the HFA Financial Advisor Senior -Branch in Dallas, TX vacancy
  •  ...Frost is seeking a Financial Advisor III in Dallas, Texas, dedicated to helping clients build their financial foundations. In this role, you'll analyze financial data and offer strategic advice on investments, retirement planning, and more. The ideal candidate has a Bachelor... 
    Senior

    Frost

    Dallas, TX
    4 days ago
  • A leading financial institution in Dallas seeks an experienced Financial Advisor to provide comprehensive wealth management solutions. You will be responsible for delivering goals-based financial planning, establishing client relationships, and managing portfolios. Qualified... 
    Senior

    Bank of America

    Dallas, TX
    1 day ago
  • West Coast University, Inc. in Richardson, Texas is looking for a dedicated Financial Aid professional to provide support and guidance to students in navigating financial options for their healthcare careers. You will meet with students, review documentation, and assist... 
    Senior

    West Coast University, Inc.

    Richardson, TX
    1 day ago
  • $72.25k - $85k

    Mercer Advisors is seeking a Senior Financial Planner I to join our Financial Planning Group. You will work with advisor teams to create customized, comprehensive financial plans for clients, supporting the end-client experience and coordinating across modules in eMoney... 
    Senior

    Mercer Advisors

    Dallas, TX
    4 days ago
  •  ...Difference Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put... 
    Senior

    West Coast University, Inc.

    Richardson, TX
    4 days ago
  • $77k - $202k

     ...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs...  ...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,... 
    Senior
    Full time
    H1b

    PwC

    Dallas, TX
    4 days ago
  • ROBOTIC PROCESS AUTOMATION LLC is seeking a Workday Financials/PSA Senior Principal Consultant - Global AMS to lead onshore and coordinate with offshore teams, delivering Workday Financials configurations and reporting for a set of client engagements. You will apply AMS... 
    Senior

    Robotics Prcocess Automation, LLC

    Dallas, TX
    4 days ago
  • Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity... 
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Dallas, TX
    2 days ago
  • $77k - $202k

     ...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers,... 
    Senior
    Full time
    H1b

    PwC

    Dallas, TX
    1 day ago
  • $110.7k - $218.3k

     ...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement...  ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Dallas, TX
    4 days ago
  • $79k - $125k

     ...is the perfect position for someone who enjoys being a trusted advisor to clients, is a resourceful self-starter and wants to join a fast-paced and challenging environment. Job Responsibilities Financial Planning and Analysis, including forecasting, budgeting, and preparation... 
    Senior
    Full time
    Contract work
    Work experience placement
    Local area
    Flexible hours

    Armanino

    Dallas, TX
    4 days ago
  • $91.7k - $163.7k

     ...optimization on a global scale. Join us to start Caring. Connecting. Growing together.This role is responsible for all aspects of financial analytics, planning, and reporting in support of our Account Management teams and the clients they manage.Responsibilities include... 
    Senior
    Minimum wage
    Full time
    Contract work
    Work experience placement
    Live in
    Local area
    Remote work
    Monday to Friday
    Shift work

    UnitedHealth Group

    Dallas, TX
    3 days ago
  • $116.2k - $229.1k

     ...Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other...  ...processes, with the goal to enhance financial and operational performance, manage financial...  ...are seeking a motivated and analytical Senior Consultant to join our Operational... 
    Senior
    Local area

    Deloitte

    Dallas, TX
    1 day ago
  • $69.8k - $132k

     ...gaming, integrated resort, hotel and hospitality accounting and financial operations business issues?Are you looking for a fast-paced and...  ...Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC) practice... 
    Senior
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM International

    Dallas, TX
    4 days ago
  • $77k - $202k

     ...& SummaryThe OpportunityAs 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

    Dallas, TX
    3 days ago
  •  ...UMB Financial Corporation’s Private Wealth Management Division seeks a Senior Investment Strategist to work directly with sophisticated high-net-worth clients, crafting customized investment solutions and guiding discretionary portfolios. You will lead investment strategy... 
    Senior

    UMB Financial Corporation

    Dallas, TX
    4 days ago
  • $121.44k - $154.84k

    As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions, serving dynamic organizations with experienced professionals...  ...audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides... 
    Senior
    Work experience placement
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Dallas, TX
    1 day ago
  • $124k - $280k

     ...insight and challenge.Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes,...  ...environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business... 
    Senior
    Full time
    H1b

    PwC

    Dallas, TX
    3 days ago
  •  ...J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice and driving new client acquisition. Candidates should have at least six years of experience in Private Banking or Financial Services... 
    Senior

    Aumni

    Dallas, TX
    14 hours ago
  • $105.4k - $207.8k

     ...empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation Tech... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Dallas, TX
    4 days ago
  • $148.75k - $234.38k

     ...ladder. It’s about helping people find financial safety and success, helping businesses thrive...  ...new businessServe as the primary advisor for an assigned portfolio of diverse and...  ...Commercial Banking Relationship Manager III and Senior job and contemplates a wide range of... 
    Senior
    Full time
    Bank staff
    Shift work

    Commerce Bank

    Dallas, TX
    14 hours ago
  • $260k - $365k

     ...Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a senior level Associate in the Financial Regulatory & Compliance Practice. They can be based in our Miami, DC, New York, Chicago, Atlanta, Phoenix or Dallas office. We offer... 
    Senior
    Full time
    Temporary work
    Work at office
    Flexible hours

    Greenberg Traurig LLP

    Dallas, TX
    2 days ago
  • $240k

     ...Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw) Location: DFW, Texas...  ...with others Job Purpose: As a Senior Wealth Advisor, you will work directly...  ...wealth plans that include a coordinated financial strategy that aligns with each client's... 
    Senior
    Full time
    Work experience placement
    Local area

    Squaremouth

    Dallas, TX
    3 days ago
  • $77k - $214k

     ...SummaryA career in our State and Local Tax Financial Services practice, within State and...  ...our careers, now and in the future.As a Senior Associate, you'll work as part of a team...  ...lead the way as technology-enabled tax advisors who provide significance through digitization... 
    Senior
    Full time
    H1b
    Local area

    PwC

    Dallas, TX
    4 days ago
  • Job Description Job Description We are working with a well-established national firm that is seeking talented and career-driven Attorneys with Banking/Finance experience to join their diverse and growing practice in Dallas. They have a deep bench of talented lawyers...
    Senior

    Wegman

    Dallas, TX
    a month ago
  • $110.7k - $218.3k

    Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy... 
    Senior
    Visa sponsorship

    Deloitte

    Dallas, TX
    3 days ago
  • The Workday Financials/Professional Services Automation Senior Principal Consultant - Global Application Managed Services (AMS) is a well‑experienced post‑production professional who is dynamic, fast‑paced, and familiar with the managed services construct. As a Workday... 
    Senior
    Permanent employment
    Contract work
    Local area

    Robotics Prcocess Automation, LLC

    Dallas, TX
    4 days ago
  • $116.2k - $229.1k

    Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients...  ...that improve decision-making, manage risk, and drive financial and operational value.Recruiting for this role ends on 12/31/20... 
    Senior
    Local area

    Deloitte

    Dallas, TX
    14 hours ago
  • A prominent Texas financial institution is seeking a Financial Advisor II for the Dallas Market who will deliver expert financial advice and build strong client relationships. In this role, you'll manage a portfolio while crafting personalized financial strategies. Key... 
    Senior

    Broadway Bank

    Dallas, TX
    1 day ago
  •  ...opportunities and requires collaboration with various investment teams and senior stakeholders. The ideal candidate will have a degree in Finance or Accounting and ability to analyze financial models and assist in executing cross-functional investment transactions. Competitive... 
    Senior

    Hemans.

    Dallas, TX
    14 hours ago

Do you want to receive more vacancies?

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