Financial Advisor

Date: May 24, 2024

Location: Rosedale, MD, US, 21237 Annapolis, MD, US, 21401

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 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


  • 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



  • Sales and results driven
  • Relationship building
  • Account Management
  • Integrity
  • Ethical



  • 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.

Nearest Major Market: Baltimore

Job Segment: Financial Advisor, Financial Planner, Financial Sales, Series 7, Banking, Finance, Sales