20 hfa financial advisor senior branch 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: 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...

Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.   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. 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...

Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.   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. 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...

Description Summary: 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: 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,...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will work with our Protected Retirement team serving our clients on both the Private/Corporate and Public/Government sector. The position is fully remote and will cover all of our Protected Retirement clients in the Western half of the US. Living West of the Rocky Mountains and near a major metropolitan airport is strongly preferred. The position will focus on 401(k), 403(b), and 457 products, and ideally the candidates will possess experience with Advisor sold products, relationships...

Description Job Summary: The Upstream Leader - Oil and Gas will be responsible for leading and managing the bank’s strategic relationships and financing activities with clients in the U.S. oil and gas sector. This includes all sectors of the industry: upstream, midstream, and downstream. The role involves delivering tailored financial solutions, overseeing origination and execution of complex transactions, and driving revenue growth through relationship management and strategic advisory. Key Responsibilities: 1. Sector Leadership and Strategy Define and lead the bank’s oil and gas sector strategy, aligning with global energy trends and corporate objectives. Monitor market developments, policy changes, and energy transition trends to identify risks and opportunities. Position the bank as a key player in U.S. oil and gas financing, while building a diversified client base across the sectors and financing...

Description The Director, Investor Relations – Competitive Intelligence is a senior leader responsible for managing a world-class analytical framework encompassing macroeconomic, equity market and peer financial data that informs management’s view of how the investment community will interpret the company’s financial performance, strategic actions, and disclosures. This role will lead competitive intelligence for the enterprise, build and maintain a Street-aligned financial model, , and translate insights into clear recommendations for Investor Relations leadership, the CFO, and the Executive Leadership Team. The Director will serve as a trusted advisor who blends deep financial expertise with strategic thinking and strong communication. This role manages a senior analyst focused on competitive intelligence and plays an integral role in the earnings process, investor messaging, targeting, and broader IR...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: The AVP, Financial Planning & Analysis (FP&A) – Dental is the senior finance leader responsible for end‑to‑end financial planning, performance management, and decision support for Sun Life’s Dental business. This role partners closely with the Dental executive leadership team, Dental Finance &...

THE OPPORTUNITY: HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions. The Employee Benefits Account Representative works collaboratively with the Producer and Account Team managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues. The Employee Benefits Account Representative I role is focused on the mid to large...

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed , valuing each other , acting with speed and having an owner’s mindset .  As part of our team, you play a role in fulfilling our purpose and making a difference.  We offer a rewarding work environment that is filled with...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WHO WE ARE Breaking Boundaries for 25 years—and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Established in 2021, Independence Pet Holdings (IPH ) is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.  We believe pet insurance is more than a...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Established in 2021, Independence Pet Holdings (IPH ) is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.  We believe pet insurance is more than a...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Enterprise Talent Acquisition Partner – Finance to join our growing team in Daytona Beach, FL! The Enterprise Finance Talent Acquisition Partner will serve as a strategic talent advisor to support continued growth within our Finance and Accounting team.  This role is responsible for leading full-cycle recruitment strategies to find, attract, nurture and place top Finance talent across the company.  This role will include supporting talent acquisition for accounting, financial planning & analysis, audit, tax and other specialized financial disciplines for roles across the United States and Canada. How you will Contribute Lead full cycle recruiting for Finance positions across all levels of positions, from interns to senior leadership. Partner with hiring leaders to understand short- and...

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 Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Payroll Division Manager (PDM), you will report to a regional Vice President (VP). PDM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Payroll Territory Managers (PTM) and Senior Product Advisors (SPAs), which are responsible...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Investment  Analyst to their team in Winter Park, FL. Job Summary: Advus Financial Partners is seeking a motivated and detail-oriented Investment Analyst to join our team. This role is ideal for a professional with a strong foundation in financial services who is passionate about delivering high-quality financial planning and investment research. The analyst will work closely with senior investment and operational professionals to support the financial well-being of our clients through thoughtful analysis and execution. The analyst will also be expected to quickly learn and adapt to a variety of financial software platforms and tools, making strong technological literacy and a proactive learning mindset essential for success. Essential Functions: Financial Planning Support: Assist in the preparation and refinement of comprehensive...

Job Description Marketing Analytics Manager– Acrisure Awareness and Growth Marketing Team Boston, MA (Hybrid: Four Days in Office) Note: This is a full-time role and we do not offer C2C or C2H employment and are not able to sponsor visas for this position.  Why Choose Acrisure Innovation? Acrisure Innovation is a fast paced, AI-driven team building innovative software to disrupt the $6T+ insurance industry.  Our mission is to help the world share its risk more intelligently to power a more vibrant economy. To do this, we are transforming insurance distribution and underwriting into a science. At the core of our operating model is our technology: we’re building a digital marketplace for risk and applying it at the center of Acrisure, a privately held company recognized as one of the world's top 10 insurance brokerages and the fastest growing insurance brokerage globally. By leveraging technology to push the boundaries of understanding and transferring...

About HUB At HUB International, we’re building a culture that celebrates entrepreneurial spirit, collaboration, and a relentless focus on client success. As one of the world’s largest insurance brokers, HUB provides comprehensive insurance, risk management, and employee benefits solutions that help our clients protect what matters most. Our leaders are empowered to think strategically, act decisively, and build teams that deliver meaningful results. If you thrive in a high-growth, high-accountability environment and are passionate about driving performance through people, this is an opportunity to lead at one of the most dynamic regions in the HUB organization. Position Summary The Senior Vice President, Sales & Regional Sales Officer is a key member of the HUB Northeast leadership team, responsible for leading all aspects of sales strategy, producer development, and organic growth across the Property & Casualty (P&C) business. This role serves as the...