We have other current jobs related to this field that you can find below
-
Financial Representative Trainee
2 weeks ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
4 weeks ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program...
-
Financial Representative Trainee
3 weeks ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
1 week ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
7 days ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
3 weeks ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program...
-
Financial Representative Trainee
4 weeks ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Professional Trainee
4 weeks ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
7 days ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
4 days ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
3 days ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
1 day ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
15 hours ago
Mechanicsville, United States Mutual of Omaha Full timeFinancial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Branch Office Administrator
4 weeks ago
Mechanicsville, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Human Resource Specialist
3 months ago
Mechanicsville, United States U.S. Army Full time $22,000 - $44,000A human resources specialist is responsible for providing support that affects Soldiers’ overall welfare and well-being while assisting leaders with keeping Soldiers combat-ready and effective.Job Duties:Assist on all human resource support matters.Oversight of all strength management and strength distribution actions.Responsible for the readiness, health...
-
Mechanic
3 months ago
Mechanicsville, United States U.S. Army Part time $22,000 - $44,000About the JobTasked with keeping the Army's vehicles and machines in proper running order. MOSs range from heating and cooling mechanics to vehicle mechanics who service aircraft, wheeled and tracked vehicles, heavy equipment, and watercraft. General Qualifications:Must have an interest in joining the Army.U.S. citizen or permanent resident alien.17 to...
![United Bank Inc](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
2 months ago
Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert:
Create Alert
Select how often (in days) to receive an alert:
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
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 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 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. 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