Territory Banking & Wealth Advisor
Job in
Annapolis, Anne Arundel County, Maryland, 21403, USA
Listed on 2026-08-19
Listing for:
United Bank
Full Time
position Listed on 2026-08-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
United Bank is seeking a Financial Advisor to work with the retail branch system in a defined territory, delivering comprehensive investment and insurance solutions. The role emphasizes proactive business development, referrals from branches, and ongoing financial solutions for clients.
The advisor will collaborate with brokerage customers and cross-sell to meet revenue targets. Ideal candidates will hold Series 7/66 and Life/Health licenses, possess strong communication skills, and be willing
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