Financial Advisor

Talentify; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

United Bank seeks a Financial Advisor to partner with branch staff across a defined territory to provide investment and insurance solutions to customers.

The role emphasizes growing the customer base through referrals, analyzing client needs, and recommending suitable financial products while maintaining licensing requirements.

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.

Responsibilities

• Interface with/train branch employees to develop a referral pipeline and meet goals.
• Meet with referred customers in bank settings or at their homes/offices as requested.
• Analyze customer data to determine suitable financial products for their needs.
• Provide guidance on advantages and disadvantages of different financial products.
• Close sufficient volume from referrals to attain revenue production expectations.
• Market, service, and promote the Bank’s financial products to obtain new business.
• Identify and refer qualified clients to the Wealth Management Group.
• Account manage and refer banking needs to retail partners.
• Pursue ongoing self-education to remain licensed and informed.
• Prepare reports and present findings as appropriate.

Skills

Microsoft Office

Communication

Sales experience

Education

High School diploma or equivalent

College degree preferred

Job description

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

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.