HFA Financial Advisor Senior - Branch

Description
Summary:

The HFA 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:

+ 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, ...

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