The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers
Interface with/train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.
Meet with referred customers in bank setting or customers’ homes or offices as requested
Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer’s needs and financial circumstances
Provide guidance to customers regarding the advantages and disadvantages of different financial products
Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation
Responsible for marketing, servicing and promoting the Bank’s financial products in order to obtain new business
Identify and refer specific qualified clients to affiliated Wealth Management Group
Identify potential existing Brokerage customers to initiate additional sales by actively “account managing” and refer customers with banking needs to retail banking partners
Perform on-going self-education to remain product/solution fluent and maintain licensing capability.
Prepare reports and present as appropriate
SKILLS AND QUALIFICATIONS:
Series 7, Series 66, Life and Health licenses required
Minimum of two (2) years of experience in Financial Advisory
Business generation of $250,000 or higher is expected
Prior Sales experience in a bank environment is preferred
Excellent verbal and written communication skills
Ability to travel daily to generate business and/or meet with clients within given territory is required
Proficiency in Microsoft Office products
High School diploma or equivalent required
College degree and advanced designations preferred
Sales and results driven
Sitting or standing for extended periods of time
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with customers and all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via train, bus, automobile, or airplane
Additional Salary Information: Full benefits package
Internal Number: 8303
About Licensed Financial Advisor
Grow with United!United is one of the region’s premier banking companies, with 142 banking locations; over 1,900 financial professionals; and countless opportunities to build a career in sales, service and support. But, what really makes United a great place to work? ?With strength comes growth: United started as a one-office bank and has grown to become a regional banking company with $19.2 billion in assets and 142 offices in WV, VA, MD, OH, PA, and D.C.?A deep commitment to the communities it serves: United isn’t just a bank. We are a community bank that encourages our employees to be involved locally. It's our commitment to community and community banking practices that has enabled United to become the healthy and successful company it is today.?An appreciation of our people: We have over 1,900 employees who exemplify our core values of hard work, teamwork, integrity and caring. We truly value our employees and understand that the service they provide to our customers and communities is our competitive advantage.?Numerous opportunities: Our company has a truly entrepreneurial culture. We are positioned for growth and are a perfect fit for people who want to be challenged and ma...ke a difference. From entry-level to management, we are always seeking highly-motivated people that will thrive at United.