- Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
- Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
- Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
- Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
- Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
- Performs other duties as assigned.
- High School Diploma
- Minimum of 1 year of investment sales experience
- Series 7, 63, 65/66 and Life and Health Licenses
- Bachelor's Degree
- At least 2-3 years of experience in an investments area
- Experience coaching, influencing and developing individuals in a team environment
- Track record of exceeding expectations as well as assigned goals and targets
- Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
-
Drive commercial frontload or ancillary equipment along designated routes to mechanically collect solid waste and take to post-collection facilities. · ...
Byron Center1 month ago
-
We are seeking a Warehouse Associate to join our team in Kentwood. As a provider of customized supply chain solutions, we serve customers in many business-to-business market segments. The successful candidate will fulfill customer orders by using pick tickets or an RF Scanner and ...
Kentwood1 month ago
-
At Accendra Health, we understand that healthcare is complex, and we're here to make it easier. · ...
Kentwood $55,000 - $65,000 (USD)1 month ago
- Work in company
Department of State Branch Supervisor 9/10 - Wyoming #273
Only for registered members
+Job summary · The selected candidate will be appointed to either the Branch Supervisor 9 position (Trainee) or the Branch Supervisor 10 position based on the education and experience listed in their application. · +Responsibilitiesserving as a working supervisor in various locat ...
Wyoming3 weeks ago
- Work in company
Customer Experience Banker-(Bilingual Spanish Preferred)(Wyoming, MI)
Only for registered members
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. · We are responsible for retaining and growing consumer and business customer relationships by proactively identifying ...
Wyoming1 month ago
-
We have an immediate need to hire 2 QAD Developers to assist with a large QAD project based in Southfield MI. · ...
Grandville1 month ago
-
The LOS Administrator/Developer is the heartbeat of our mortgage technology ecosystem.You'll own and optimize our ICE Encompass environment, · making sure it runs smoothly, stays compliant, · and actually makes life easier for the people using it every day. · ...
Grandville1 month ago
-
SRS Distribution offers internships in distribution operations sales leadership at multiple locations across 47 states. · ...
Wyoming Internship3 weeks ago
-
The LOS Administrator/Developer is the heartbeat of our mortgage technology ecosystem.You'll own and optimize our ICE Encompass environment, · making sure it runs smoothly, stays compliant, · and actually makes life easier for the people using it every day. · ...
Grandville1 month ago
-
The Senior Account Manager manages an assigned book of business and coordinates day-to-day activities to ensure account retention and new business growth. · Maintain technical competence and industry expertise. · , · ,Handle customer service requests... · ...
Wyoming1 month ago
-
You'll not only handle the ebb and flow of products as they enter and leave the facility, but you'll dive into the world of inventory management for a leader in industrial distribution. · ...
Hudsonville1 month ago
-
This part-time supply chain associate role involves managing inventory levels administering procurement functions estimating/quoting prices sourcing product coordinating resources to respond to customer supply chain needs supporting accounts receivable activities making deliverie ...
Hudsonville3 weeks ago
-
We re looking for a Branch Office Administrator to join our team at Edward Jones. In this role, you ll provide administrative support to financial advisors and help clients achieve their long-term financial goals. · Provide exceptional service to clients via inbound and outbound ...
Hudsonville $21.38 - $23.14 (USD) Part time1 month ago
-
Kickstart your sales career as a Part-time Sales Associate PT, where every interaction becomes an opportunity to shape customer relationships and drive business success. · ...
Hudsonville3 weeks ago
-
The Branch Office Administrator (BOA) role may be the right opportunity for you if you find yourself looking for a fulfilling career.BOAs team up with financial advisors to help clients achieve their long-term financial goals. · ...
Hudsonville $21.38 - $23.14 (USD) Part time1 month ago
-
This Branch Office Administrator role may be the right opportunity for you if you're looking for a fulfilling career. · ...
Hudsonville $21.38 - $23.14 (USD)3 weeks ago
-
We're proud to serve over nine million clients. BOAs team up with financial advisors to help clients achieve their long-term financial goals.We value different viewpoints to help achieve results. · The primary role of the BOA is to provide administrative support to a financial ad ...
Hudsonville $21.38 - $23.14 (USD)1 month ago
-
Since 1997, Advance America has helped millions of hardworking people with a variety of personalized financial solutions. · ...
Kentwood Full time1 month ago
-
We're looking for a District Service Manager who's ready to take ownership of a branch, lead from the front, and grow alongside a company built on long-term relationships and trust. · This is a hands-on leadership role where your impact is felt every single day. ...
Grand Rapids1 month ago
-
Position Summary · Under the general supervision of Neff Senior Management, assumes responsibility for the coordination of daily branch activities, working closely with customer service, warehouse, value add, applications and technical support managers and supervisors to ensure e ...
Grand Rapids $65,000 - $120,000 (USD) per year4 days ago
-
This could be powerful. · Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion at Edward Jones it will have purpose Your work is meaningful - because it has a singular ...
Grand Rapids $120,000 - $204,300 (USD)1 month ago
HFA Financial Advisor Senior- Branch - Byron Center - Huntington
Description
HHFA Financial Advisor Senior - Branch
The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.
Duties & Responsibilities:
Basic Qualifications:
Preferred Qualifications:
Exempt Status: Yes = not eligible for overtime pay
Workplace Type: Office
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
-
CDL Driver- Home Daily| Local Routes
Only for registered members Byron Center
-
Warehouse Associate
Only for registered members Kentwood
-
Sales Executive I
Only for registered members Kentwood
-
Department of State Branch Supervisor 9/10 - Wyoming #273
Only for registered members Wyoming
-
Customer Experience Banker-(Bilingual Spanish Preferred)(Wyoming, MI)
Only for registered members Wyoming
-
QAD Developer
Only for registered members Grandville
-
LOS Admin/Developer
Only for registered members Grandville
-
2026 Midwest Branch Intern - Multiple Locations
Internship Only for registered members Wyoming
-
LOS Administrator
Only for registered members Grandville
-
Commercial Insurance Senior Account Manager
Only for registered members Wyoming
-
Warehouse Associate
Only for registered members Hudsonville
-
Supply Chain Associate
Only for registered members Hudsonville
-
Part Time Branch Office Administrator
Part time Only for registered members Hudsonville
-
Sales Associate PT
Only for registered members Hudsonville
-
Part Time Branch Office Administrator
Part time Only for registered members Hudsonville
-
Branch Office Administrator
Only for registered members Hudsonville
-
Branch Office Administrator
Only for registered members Hudsonville
-
Sr. Consumer Lending Specialist
Full time Only for registered members Kentwood
-
District Service Manager
Only for registered members Grand Rapids
-
Operations Manager
Only for registered members Grand Rapids
-
Associate Planner- High Net Worth
Only for registered members Grand Rapids