6 hfa financial advisor senior jobs found

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 Summary: Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients.  Our Financial Advisors 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. Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance. Provide investment/insurance solutions to customers based on a comprehensive financial...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Locatio n Details: This is an onsite position located in our Asheville Car Care Facility.   Position Schedule/Shift:   Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and Saturday, 8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the technician position and level.     Position Summary :     ACG Car Care Technicians complete routine scheduled maintenance service on automobiles and trucks, as directed by a manager or Service Advisor. They spend their day performing basic automotive repair,  adjustments  and maintenance procedures, including, but not limited to; oil changes, tire replacement & repairs and general vehicle maintenance.     Key   Responsibilities :   General Service Tech:    Drive vehicles into service bays, prepare them for, and complete digital vehicle inspection...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Locatio n Details:   This is an onsite position located in our Fayetteville Car Care Facility.   Position Schedule/Shift:   Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and Saturday, 8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the technician position and level.     Position Summary :     ACG Car Care Technicians complete routine scheduled maintenance service on automobiles and trucks, as directed by a manager or Service Advisor. They spend their day performing basic automotive repair,  adjustments  and maintenance procedures, including, but not limited to; oil changes, tire replacement & repairs and general vehicle maintenance.     Key   Responsibilities :   General Service Tech:    Drive vehicles into service bays, prepare them for, and complete digital vehicle...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Locatio n Details:   This is an onsite position located in our Military Cutoff Car Care Facility.   Position Schedule/Shift:   Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and Saturday, 8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the technician position and level.     Position Summary :     ACG Car Care Technicians complete routine scheduled maintenance service on automobiles and trucks, as directed by a manager or Service Advisor. They spend their day performing basic automotive repair,  adjustments  and maintenance procedures, including, but not limited to; oil changes, tire replacement & repairs and general vehicle maintenance.     Key   Responsibilities :   General Service Tech:    Drive vehicles into service bays, prepare them for, and complete digital vehicle...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a Financial Analyst Lead , you will oversee key financial processes and expense categories, leveraging advanced financial analysis to solve complex business challenges. This role is responsible for forecasting, budgeting, financial planning, and modeling related to revenue, profitability, liquidity, capital structure,...