Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

Check how this applies to your own job

About the job

Job Description

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

RESPONSIBILITIES:

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

Qualifications

Series 7, Series 66, Life and Health licenses required

Proficiency in Microsoft Office products

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

High School diploma or equivalent required

College degree and advanced designations preferred

KEY COMPETENCIES:

Sales and results driven

Relationship building

Account Management

Integrity

Ethical

ESSENTIAL FUNCTIONS:

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

This document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here .

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.