Financial Advisor
United BankCharleston, South Carolina, United States • Colorado, United States • Columbia, South Carolina, United States
Posted August 25, 2025
Full Time
About the Company
United Bank is committed to nurturing a culture that is reflective of the communities it serves, promotes respect and a shared purpose, and aligns with its core values.
Job Description
The Financial Advisor is responsible for providing comprehensive investment and insurance solutions for United Bank customers through sales and relationship building. This role involves marketing, servicing, and promoting the bank's financial products, identifying new clients, and ensuring a high volume of referrals to affiliated Wealth Management Group. A focus on results and integrity is key.
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 to generate business
Benefits
- Competitive salary
- Health insurance
- Life insurance