What are the responsibilities and job description for the Financial Advisor position at 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
KEY COMPETENCIES :
ESSENTIAL FUNCTIONS :
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 an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; 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, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
