Financial Advisor
United BankAlexandria, Virginia, United States
Posted September 24, 2025
Full Time
About the Company
United Bank is committed to nurturing a culture that is reflective of the communities they serve and promotes respect and a shared purpose.
Job Description
The Financial Advisor in Alexandria, VA, works with United Bank customers to provide comprehensive investment and insurance solutions, focusing on sales and providing ongoing financial guidance. Responsibilities include onboarding new customers, meeting with prospective clients, and managing customer data to determine appropriate financial products. The role involves marketing and promoting Bank products.
Requirements
- 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
- High School diploma or equivalent required
- College degree and advanced designations preferred
- Ability to travel daily
Benefits
- Competitive salary
- Comprehensive Benefits package
- Opportunities for growth