HFA Financial Advisor Senior - Branch

As a Senior Financial Advisor, you will partner with branch staff to identify client financial needs and provide investment and insurance solutions. You will be responsible for personal production goals, coaching branch teams, and collaborating with various lines of business to offer comprehensive financial planning.

• Partner with branch staff to uncover client needs
• Provide investment and insurance solutions
• Coach branch staff on customer profiling and solutions
• Offer ongoing training and sales support
• Collaborate with Mortgage, Business Banking, and Private Bank
• Meet personal production goals and customer service objectives