Financial Advisor - Fairfax, United States - United Bank Inc

United Bank Inc Fairfax, United States

1 month ago

Show more Collapse job

Description

Select how often (in days) to receive an alert:

Create AlertThe 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 customersRESPONSIBILITIES:

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 requestedCollect 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 circumstancesProvide guidance to customers regarding the advantages and disadvantages of different financial productsClose sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectationResponsible for marketing, servicing and promoting the Bank's financial products in order to obtain new businessIdentify and refer specific qualified clients to affiliated Wealth Management GroupIdentify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partnersPerform on-going self-education to remain product/solution fluent and maintain licensing capability.

Prepare reports and present as appropriateQualifications

Series 7, Series 66, Life and Health licenses requiredProficiency in Microsoft Office productsPrior Sales experience in a bank environment is preferredExcellent verbal and written communication skillsAbility to travel daily to generate business and/or meet with clients within given territory is requiredHigh School diploma or equivalent requiredCollege degree and advanced designations preferred

KEY COMPETENCIES:
Sales and results drivenRelationship buildingAccount ManagementIntegrityEthical

ESSENTIAL FUNCTIONS:

Sitting or standing for extended periods of timeSufficient 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 dataAbility to travel via train, bus, automobile, or airplaneThis 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, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service.

While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors.

Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C.

are each built on customer service and commitment to the community.

United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments.

Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come.

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.

Member FDIC. Equal Housing Lender. Equal Opportunity Employer.

#J-18808-Ljbffr

We have other current jobs related to this field that you can find below

Financial Advisor

2 days ago

Atria Wealth Solutions Fairfax, United States

Job Description · Job DescriptionThrough its relationship with CUSO Financial Services, LP (CFS) Apple Federal Credit Union is seeking a Financial Advisor to join their team in the Fairfax, VA area. · Job Title: Financial Advisor · Company: Apple Federal Credit Union · Location: ...
Financial Advisor

2 weeks ago

Northwest FCU Herndon, United States

The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients grow, protect, and preserve their assets and by providing independent, objectiv Financial Advisor, Advisor, F ...
Financial Advisor

2 weeks ago

Tyndal Federal Credit Union Herndon, United States

Overview · The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients grow, protect, and preserve their assets and by providing independent, objective advice and profe ...
Financial Advisor

2 weeks ago

Sandy Spring Bancorp Vienna, United States

About Us: · Are you someone who seeks opportunity and has a true desire to grow your career with an organization that has enriched the lives of its clients and communities in the Greater Washington region for more than 150 years? If so, Sandy Spring Bank may be the perfect fit f ...
Financial Advisor

2 days ago

Abich Financial Services Inc. Ashburn, United States

About us · Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past two ...
Financial Advisor

2 days ago

Apple Federal Credit Union Fairfax, United States

Job Description · Job DescriptionCompany Overview: · Apple Federal Credit Union is a reputable financial institution committed to providing exceptional financial services to its members. We prioritize customer satisfaction, integrity, and professional growth. · Position Overview: ...
Financial Analyst Advisor

1 week ago

General Dynamics Information Technology Fairfax, United States Paid Work

Req ID: RQ178464 · Type of Requisition: Regular · Clearance Level Must Be Able to Obtain: None · Job Family: Financial Analysis · Skills: · Accounting,Communication,Financial Analysis and Reporting,Microsoft Excel · Experience: · 8 + years of related experience · Job Description: ...
Financial Advisor

3 weeks ago

WesBanco Bank, Inc. Rockville, United States Full time

Requirements · Bachelor's Degree preferred. · State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required. · Knowledge of core investment products including fixed and variable annuities and mutual funds. · Must have fundamental understanding of ...
Financial Advisor

1 week ago

Prudential Financial Washington, United States

Explore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors - change your life by helping others change theirs · We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepre ...
Financial Advisor

3 weeks ago

Northwestern Mutual, Frederick Frederick, United States

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has ...
Financial Advisor

1 week ago

Northwestern Mutual Wealth Management Company Frederick, United States

Seeking a committed individual for an exciting career opportunity in Frederick, Maryland. · Step into a fulfilling profession that breaks away from the conventional 9-5 routine. Join the prestigious team at our financial institution located in Frederick, Maryland, acknowledged b ...
Financial Advisor

2 days ago

Pence Financial Group Washington, United States

Pence Financial Group is a firm dedicated to providing quality comprehensive financial management to individual investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies. As a Firm, the Pence family of companies is the r ...
Financial Advisor

2 weeks ago

Atria Wealth Solutions Fairfax Station, United States

Through its relationship with CUSO Financial Services, LP (CFS) Apple Federal Credit Union is seeking a Financial Advisor to join their team in the Fairfax, VA area. · Job Title: Financial Advisor · Company: Apple Federal Credit Union · Location: Fairfax VA · We are seeking a ...
Financial Advisor

2 weeks ago

New York Life Bethesda, United States

· Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate ...
Financial Advisor

1 week ago

Texas Trust Credit Union Arlington, United States

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...
Financial Advisor

6 days ago

First Command Financial Services Alexandria, United States

Job Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal dri ...
Financial Advisor

2 days ago

New York Life - Tyson's Corner Washington, United States

Job Description · Job DescriptionAre you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you We're seeking a motivated individual with strong communication skills and a passion for developing long-term rela ...
Financial Advisor

1 week ago

Northwestern Mutual Wealth Management Company Frederick, United States

· Exciting Career Opportunity for Financial Advisor in Frederick, Maryland · Seeking a dedicated individual to embark on a rewarding career outside the traditional 9-5 routine · Join the esteemed team at our financial institution in Frederick, Maryland Recognized by Fortune ma ...
Financial Advisor

1 week ago

Northwestern Mutual Wealth Management Company Frederick, United States

Job Description · Job DescriptionSeeking a committed individual for an exciting career opportunity in Frederick, Maryland. · Step into a fulfilling profession that breaks away from the conventional 9-5 routine. Join the prestigious team at our financial institution located in Fr ...
Financial Advisor

2 weeks ago

WesBanco Bank Inc. Clarksburg, United States

Job Title - Department · Financial Advisor - Securities Administration · Location · This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Rockville Pike, MD, Clarksburg, MD or Damascas, MD. · ...