Banking Financial Advisor: Investments & Insurance
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance
United Bank is seeking a Financial Advisor to provide comprehensive investment and insurance solutions in a defined territory. You will collaborate with the retail branch system, drive incremental sales, and deliver ongoing financial solutions to new and existing clients.
You will develop a referral pipeline through training branch staff, meet clients in banks or at their homes, analyze data, and guide product choices while aiming to exceed revenue goals and expand relationships with Wealth
This posting is for the Banking Financial Advisor:
Investments & Insurance role at United Bank, based in Lincolnton, NC, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Banking Financial Advisor:
Investments & Insurance role in the description above.
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