HFA Financial Advisor Senior - Branch

Location: Wake Forest, NC; Workplace Type: Office

Company

hirify.global provides banking and financial services through branch and business lines.

What you will do

• Partner with branch staff to identify client needs and recommend financial solutions for short-term and long-term goals.
• Provide investment and insurance solutions using a comprehensive financial planning approach covering assets, goals, time horizon, and risk tolerance.
• Achieve personal production goals and customer service objectives for assigned branches and/or book of business.
• Coach branch staff on customer profiling and goal identification.
• Deliver ongoing training and sales support to assigned branches.
• Partner with Mortgage, Business Banking, Private Bank, and other lines of business to address client needs.

Requirements

• High School Diploma.
• Minimum of 1 year of investment sales experience.
• Series 7, 63, 65/66, and Life and Health Licenses.

Nice to have

• Bachelor's Degree.
• At least 2–3 years of experience in an investments area.
• Experience coaching, influencing, and developing individuals in a team environment.
• A track record of exceeding expectations, goals, and targets.
• Effective communication with a wide range of prospects and clients, attention to detail in paperwork, and commitment to excellence in service and follow-up.

Culture & Benefits

• Full-time office-based position.
• The role is exempt and not eligible for overtime pay.
• Huntington is an equal opportunity employer.
• Some positions outside the branch network may be eligible for flexible in-office and work-from-home arrangements; specific arrangements are provided by the hiring team.