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United Bank · 1 hour ago

Financial Advisor

Annapolis, MD

Full-time

Onsite

Entry, Mid Level

$50K/yr - $100K/yr

United Bank is seeking a Financial Advisor to work within the retail branch banking system, providing comprehensive investment and insurance solutions to customers. The role emphasizes business development through referrals and ongoing financial solutions for both new and existing clients.

BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management

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

Qualification

Series 7 licenseSeries 66 licenseLifeHealth licenseMicrosoft Office proficiencySales experienceAccount ManagementEthicalCommunication skillsRelationship buildingIntegrity