As a Financial Advisor Senior at Huntington, you will be responsible for reaching personal production and customer service goals across assigned branches. Your role includes providing tailored investment and insurance solutions through a comprehensive financial planning approach, while also coaching branch staff to effectively profile customers' short- and long-term needs.

To become a Financial Advisor Senior at Huntington, a High School Diploma is required, along with at least 1 year of investment sales experience. Additionally, possessing Series 7, 63, 65/66, and Life and Health Licenses is crucial. Preferred candidates will have a Bachelor's Degree and a track record of exceeding performance goals.

Huntington actively supports the career growth of Financial Advisor Seniors through ongoing training and coaching. You'll have opportunities to mentor branch staff, which not only helps enhance their skills but also solidifies your leadership within the organization.

The Financial Advisor Senior role at Huntington offers a flexible work arrangement that combines in-office and remote work possibilities. This ensures that you have the best of both worlds while fostering teamwork and community engagement within the office.

Huntington provides a comprehensive benefits package for Financial Advisor Seniors, which includes health insurance, a wellness program, life and disability insurance, a retirement savings plan, paid leave, and paid time off, ensuring that you feel valued and supported in your role.

To build relationships, emphasize active listening to understand each client’s unique goals and concerns. Explain how you utilize a personalized financial planning approach that addresses both immediate needs and long-term aspirations, ensuring clients feel valued and understood.

Highlight specific instances where you've successfully increased sales or met client investment goals. Share how your strategies helped clients achieve financial success, demonstrating your knowledge and experience in investment sales.

Explain your coaching style, which may include one-on-one mentoring sessions, team workshops, and performance feedback. Detail how you track progress and encourage growth among team members to improve customer profiling and service quality.

Discuss your goal-setting practices and how you develop actionable plans to achieve them. Share examples of how you adjust strategies based on performance data and client feedback, ensuring that you remain adaptable and results-oriented.

Emphasize the importance of inter-departmental communication. Describe how you coordinate with departments like Mortgage and Business Banking to create comprehensive financial solutions for clients, thereby enhancing the client experience.

Illustrate your conflict resolution skills by providing an example of a challenging client interaction and how you navigated it. Focus on your ability to remain calm and empathetic while seeking a solution that meets the client’s needs.

Discuss how providing excellent customer service is a priority for you. Mention practices such as maintaining open communication, being responsive to client inquiries, and following up to ensure client satisfaction post-engagement.

Express your commitment to professional development through continuous education, attending workshops, and staying informed about industry changes. Highlight how this dedication enhances the services you provide to clients.

Elaborate on your organizational skills and techniques for time management, such as using digital tools or prioritization methods to ensure that you focus on high-impact tasks while remaining responsive to client needs.

Explain how you conduct thorough client assessments involving detailed conversations about financial goals, existing assets, and risk tolerance. Share any tools or frameworks you employ to ensure a comprehensive understanding of each client’s financial landscape.