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United Bank · 12 hours ago

Financial Advisor

Charleston, SC

Full-time

Hybrid

Entry, Mid Level

United Bank is committed to providing comprehensive investment and insurance solutions to its customers. The Financial Advisor will work closely with the retail branch banking system to develop a referral pipeline and offer ongoing financial solutions to 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 ManagementEthicalCommunicationRelationship buildingIntegrity