Financial Advisor

Financial Advisor

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.