layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
Loading LAYIQ…
Job opportunity
Senior Financial Advisor
Huntington Bank
Bay City-BR4401
Source: Huntington Bank careers · View original posting
- Employment
- full time
Employer job description
From Huntington Bank's posting. “We” and “our” refer to the employer.
Description
Summary:
The 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.