HFA Financial Advisor Senior - Branch

As a Senior Financial Advisor, you will partner with branch staff to identify client needs and provide appropriate financial solutions for their short-term and long-term goals. You will be responsible for personal production goals, customer service, and coaching branch staff on financial planning and sales support.

• Partner with branch staff to uncover client needs
• Offer financial solutions for short-term and long-term goals
• Provide investment/insurance solutions based on financial planning
• Coach branch staff on customer profiling and solutions
• Deliver ongoing training and sales support to branches
• Partner with other lines of business for client needs