4 hfa financial advisor senior jobs found in Cleveland, OH

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,...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank (“HNB”) is seeking Managing Director to originate and execute project financing, structured financing, and debt advisory within the project finance and infrastructure segment. Strategic objective of the division HNB is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for HNB’s Structure Finance group and will offer the Banker the opportunity to play a leading role in building and evolving this growth business.   In this regard, knowledge leadership in this sector, building new client relationships and client income maximization will be a primary focus and responsibility of the Senior Coverage Banker (the “Banker”) in achieving his/her commercial objectives. The...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank is seeking Director level Relationship Banker to originate and execute project financing, structured financing, and debt advisory within the project finance and infrastructure segment. Strategic objective of the division Huntington National Bank (“HNB”) is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for Huntington Bank’s Structure Finance group and will offer the Banker the opportunity to play a leading role in building and evolving this growth business.   In this regard, knowledge leadership in this sector, building new client relationships and client income maximization will be a primary focus and responsibility of the Senior Coverage Banker (the...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM).  Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and...