Financial Advisor

United Bank; Annapolis (MD); On-site; USD 65,000 - 90,000; Full time

Job summary

United Bank is seeking a Financial Advisor to work with the retail branch system in a defined territory, delivering comprehensive investment and insurance solutions. The role emphasizes proactive business development, referrals from branches, and ongoing financial solutions for clients.

The advisor will collaborate with brokerage customers and cross-sell to meet revenue targets. Ideal candidates will hold Series 7/66 and Life/Health licenses, possess strong communication skills, and be willing

Qualifications

• Valid Series 7 and Series 66 licenses and Life/Health licenses required.
• Proficiency in Microsoft Office.
• Prior sales experience in a bank environment preferred.
• Excellent verbal and written communication skills.
• Ability to travel daily to meet clients within territory.
• High School diploma or equivalent; college degree and advanced designations preferred.

Responsibilities

• Interface with branch employees to develop a referral pipeline.
• Meet with referred customers in bank settings or clients' homes/offices.
• Analyze customer data to determine suitable financial products for clients.
• Educate customers on advantages and drawbacks of financial products.
• Close sales to achieve gross revenue production targets.
• Market and promote the bank's financial products to obtain new business.
• Refer potential clients to the Wealth Management Group.
• Account manage existing brokerage clients and cross-sell banking needs.
• Maintain up-to-date product knowledge and licensing.

Skills

Sales experience

Verbal communication

Written communication

Relationship building

Account management

Integrity

Ethical

Travel readiness

Education

High School diploma or equivalent

College degree and advanced designations preferred

Series 7 license

Series 66 license

Life and Health licenses

Tools

Microsoft Office

Job description

United Bank

United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Financial Advisor

Date: Aug 14, 2026

Location: Annapolis, MD, US, 21401

Company: United Bank

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.

Full-time

Equal employment opportunity, including veterans and individuals with disabilities.

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