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
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
Sales and results driven
Series 7, Series 66, Life and Health licenses required
Minimum of two (2) years of employment with United
Business generation of $250,000 or higher is expected Prior Sales experience in a bank environment is preferred
Excellent verbal and written communication skills
Proficiency in Microsoft Office products
High School diploma or equivalent required
College degree and advanced designations preferred
Ability to travel daily to generate business and/or meet with clients within given territory is required
About United Bank
With over 175 years of experience, United Bank is one of the region’s premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with over $19 billion in assets. At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work. United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential.