Job Description
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, ...
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, ...