Senior Financial Advisor - Branch - Remote

Overview

The HFA Financial Advisor Senior - Branch partners closely with branch staff to uncover client needs and offer appropriate financial solutions for their short-term and long-term goals.

In Short

• Responsible for personal production goals and customer service objectives.
• Provide investment and insurance solutions based on comprehensive financial planning.
• Coach branch staff to better profile customers and identify their goals.
• Provide ongoing training and sales support to branches.
• Collaborate with various lines of business to provide clients with the best solutions.
• Perform other duties as assigned.
• Exempt status: not eligible for overtime pay.
• Workplace type: Office with flexible work arrangements available.
• Equal Opportunity Employer.
• Focus on community and connection in the workplace.

Requirements

• High School Diploma required.
• Minimum of 1 year of investment sales experience.
• Licenses: Series 7, 63, 65/66, and Life and Health.
• Bachelor's Degree preferred.
• 2-3 years of experience in investments.
• Experience in coaching and team development.
• Track record of exceeding goals and targets.
• Excellent communication skills.
• Attention to detail and commitment to excellent service.
• Ability to work in a team environment.

Benefits

• Opportunity to work in a flexible environment.
• Supportive team culture.
• Access to ongoing training and development.
• Inclusive workplace values.
• Focus on employee well-being.