Financial Advisor- Alexandria VA
3 weeks ago
Company: 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 offering 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 that best meet 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 expectations. 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 ongoing 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 the 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 the 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, 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. 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
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Financial Advisor
1 month ago
Alexandria, United States United Bank Full timeJob DescriptionThe 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...
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Financial Advisor- Alexandria VA
2 months ago
Alexandria, United States United Bank Inc Full timeSelect how often (in days) to receive an alert: Create Alert Company: 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...
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Financial Advisor
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Alexandria, United States Thrivent Financial Full timeMeaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your...
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Lead Treasury Accountant
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Alexandria, Virginia, United States City of Alexandria, VA Full timeSalary: $62, $110,373.64 Annually Location: Alexandria, VA Job Type: Full-Time Department: Finance Department Division: TREASURY Position Overview The City of Alexandria's Finance Department is seeking a skilled and detail-oriented Senior Treasury Accountant. This role is pivotal in maintaining the integrity of the City's accounts receivable systems, which...
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Alexandria, United States Thrivent Financial for Lutherans Full timeAs a Thrivent Financial advisor, youll:Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent in Financial Advisor, Advisor, Financial, Cloud, Insurance, Investment
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Lead Treasury Accountant
2 weeks ago
Alexandria, Virginia, United States City of Alexandria, VA Full timeSalary: $62, $110,373.64 Annually Location: Alexandria, VA Job Type: Full-Time Department: Finance Department Division: TREASURY Position Overview The City of Alexandria is seeking a highly skilled and motivated Senior Treasury Accountant to contribute to our Finance Department. This role is essential in maintaining the integrity of the City's financial...
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Financial Planning Analyst II
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Financial Planning Analyst II
1 week ago
Alexandria, Virginia, United States City of Alexandria, VA Full timeSalary: $71,100,000.00 Annually Location: Alexandria, VA Job Type: Full-Time Department: Office of Management and Budget Position OverviewThe Office of Management and Budget is seeking a skilled Budget Management Analyst II to conduct a comprehensive range of financial and management analysis for various departments and agencies. This role demands a dynamic...
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Financial Planning Analyst II
1 week ago
Alexandria, Virginia, United States City of Alexandria, VA Full timeSalary: $71,100,000.00 Annually Location : Alexandria, VA Job Type: Full-Time Department: Office of Management and Budget Position Overview The Office of Management and Budget is seeking a skilled Budget Management Analyst II to conduct a diverse range of financial and management analysis tasks for various departments and agencies. This role demands a...
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SLP =alexandria VA
1 month ago
Alexandria, United States Aequor Technologies Full timeHighlights Location Alexandria , VA Pay Rate Up to: $2239/Week Start Date Aug 26, 2024 to Nov 23, 2024 Duration 13 Week Number of Positions 1 Remote Position Type On-Site Work Only Shift Type Days Hours Per Day 8 Hours Discipline Speech Language Pathologists (SLP) Skills SNF Description Discipline: Speech Language Pathologists (SLP)...
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Nurse Practitioner Or Physician istant
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Alexandria, United States Nirvana Healthcare Full timeNurse Practitioner or Physician Assistant Alexandria VA Location: Alexandria VA We are a Private Oncology Medicine Practice that is looking for a caring and compassionate Nurse Practitioner or Physician Assistant. We have a warm and friendly environment in our Office.and Hospital We treat Adult patients! Our position is Full Time We are open: Monday Friday...
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Dental Hygienist
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Alexandria, Virginia, United States Dental Associates of Northern Virginia- Alexandria Full timeAbout the RoleWe are seeking a highly skilled and compassionate Dental Hygienist to join our team at Dental Associates of Northern Virginia - Alexandria. As a key member of our dental team, you will play a vital role in providing exceptional patient care and contributing to the success of our practice.ResponsibilitiesConduct thorough dental cleanings and...
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Jimmy John's Sandwich Makers
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Alexandria, United States Jimmy John's Alexandria VA Part timeHEY, Jimmy John’s is hiring AWESOME Delivery Bikers and ROCKSTAR Managers. Are you RELIABLE, FAST, and AMAZING???Wanna make some extra cash $$$? We TRAIN you to be even more AMAZING!!! $12+/hr starting pay + keep 100% of your tips.Our team is located at the Jimmy John’s Sandwich Shop in Old Town Alexandria (330 John Carlyle Street, Alexandria, VA...
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Laborer I
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Alexandria, Virginia, United States City of Alexandria, VA Full timeAbout the JobThis is a temporary position with the City of Alexandria, VA, in the Transportation and Environmental Services department. The ideal candidate will have at least one year of experience in related work or an equivalent combination of experience and training.Key ResponsibilitiesRake leaves, work with leaf trucks, and pick up bio-degradable...
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Alexandria, United States Tide Cleaners Full time**Position:** Delivery Driver - Alexandria, VA **Location:** Washington, DC **Job Id:** 656 **# of Openings:** 1 **Delivery Driver - Alexandria, VA** **This position will service the Washington, D.C. immediate and surrounding MD and VA areas.** **Schedule:** Part-Time | MWF - 8:00AM-5:00PM **Primary Responsibilities:** * Maintain valid state drivers license...
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Financial Advisor
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Alexandria, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our Team at Southern Financial Group!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...
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Part-time School Crossing Guard
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