Top 1 Series 7 Jobs in Staunton, Va

Financial Advisor
United Bank —Harrisonburg, VA
- $50,000 - $100,000 a year
- Full-time
- Computer literacy
- Mid-level
- High school diploma or GED

Discover related jobs

Based on your search for series 7 jobs.

Financial Representative
Northwestern Mutual —Harrisonburg, VA
We hope you have a Bachelor of Arts or Science degree from a four-year college or university. Health care and dependent care reimbursement accounts.
$75,000 - $150,000 a year
Quick Apply
Wealth Management Trainee (VA)
Bankers Life —Charlottesville, VA
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Paraplanner
TPM Placement —Columbus, OH
Must obtain insurance license within 12 months of hire. Possessing deep knowledge of financial planning concepts and tools, with the ability to analyze client…
$110,000 - $130,000 a year
Quick Apply
9h
Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for series 7 in staunton, va

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

series 7 jobs near staunton, va

Financial Advisor jobs in Harrisonburg, VA

Financial Advisor jobs in Miami, FL

Financial Advisor jobs in Wilmington, NC

Student Success Advisor jobs in New York, NY

Financial Advisor jobs in Kansas

Financial Advisor jobs in Bend, OR

Entry Level Financial Analyst jobs in Atlanta, GA

Service Advisor jobs in Bergen County, NJ

Junior Financial Analyst jobs in New York, NY

Financial Advisor

United Bank -
Harrisonburg, VA

Apply Now

Job Details

Full-time
$50,000 - $100,000 a year

Qualifications

Computer operation
Customer communication
Series 66
Life insurance knowledge
High school diploma or GED
Series 7
Health insurance
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

The starting base salary range for this position is $50,000-$100,000. Once fully commissioned, individuals in this role have the potential to earn meaningfully higher compensation based on performance and productivity against commission plan parameters. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

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.

Apply Now

Refine Your Search

series 7 jobs in staunton, va

Financial Advisor

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for series 7 in staunton, va

Explore jobs in more locations

Qualifications

Company Profile

Job Seeker Tools

Employer Tools

Browse

Stay Connected