Top 16 Financial consultant Jobs in Shelby, Nc

Financial Advisor
United Bank —Lincolnton, NC
- Full-time
- Computer literacy
- Mid-level
- High school diploma or GED
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
4d

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financial consultant jobs near shelby, nc

Financial Advisor

United Bank -
Lincolnton, NC

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Job Details

Full-time

Qualifications

Computer operation
Customer communication
Series 66
Life insurance knowledge
High school diploma or GED
Series 7
Health insurance
Desktop applications
Productivity software
Life & Health Insurance License
Experience practicing in the securities industry

Full 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

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

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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financial consultant jobs in shelby, nc

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Retirement Planner

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