Associate Financial Advisor

First National Bank; Baltimore (MD); On-site; USD 39,000 - 48,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) plan

Paid time off

Job summary

First National Bank is seeking an Associate Financial Advisor in Baltimore to prospect and schedule new clients, work on referral initiatives, and support marketing campaigns within the market. The role focuses on building client relationships and contributing to revenue targets in the territory.

The successful candidate will assist existing clients, perform routine transactions, and coordinate with a Financial Advisor to deliver high-quality service and investment guidance.

Qualifications

• BA or BS degree required.
• Minimum 3 years of related experience in financial services.
• Strong project management and communication skills.
• Excellent organizational, analytical and interpersonal skills.
• Customer service excellence.
• Proficiency with MS Word, Excel and PowerPoint.
• Experience with broker-dealer procedures and investment products.
• Licenses: Life/Health, FINRA Series 7 and 63/65 or S66.

Responsibilities

• Handle routine transactions and manage client account relationships.
• Serve as primary Financial Advisor at branches and qualify referrals.
• Identify cross-sell opportunities within client portfolios.
• Meet with clients independently or with a Financial Advisor.
• Assist in processing financial transactions and client files.
• Support in marketing campaigns and revenue growth for the territory.

Skills

Project management

Communication

Organizational skills

Interpersonal skills

Customer service

PC proficiency

MS Word

MS Excel

MS PowerPoint

Investment industry knowledge

Education

BA or BS

Life/Health licensing

FINRA Series 7/63/65 or S66

Tools

MS Word

MS Excel

MS PowerPoint

Broker-dealer systems

Job description

Primary Office Location

300 E. Lombard Street. Baltimore, Maryland. 21202.

Join our team. Make a difference - for us and for your future.

Position Title

Associate Financial Advisor

Business Unit

WM - FNIS

Reports to

Senior Financial Advisor

Position Overview

The AFA could be partnered with a Financial Advisor(s) or work independently. This position is primarily responsible for prospecting and scheduling of potential clients, working on referral initiatives within the market and with current clients, working on marketing and campaign activities within the market, establishing and maintaining accounts current to prospective clients and assisting in the overall support needed to achieve targeted revenue goals of the territory. The incumbent provides the highest quality of service and advice to every customer.

Primary Responsibilities

• Handles routine transactions and account relationships independently or in support of the assigned Financial Advisor. Responsible for routine sales duties.If aligned with a Financial Advisor, would also provide high end support functions to enhance the Financial Advisor's revenue producing abilities.
• Manages and services existing clients and builds stronger customer relationships by learning their individual financial needs.Works to achieve revenue and Assets Under Management goals as assigned.
• Serves as primary Financial Advisor at assigned branches qualifying referrals from those branches and handling routine transactions. Consults with their manager or assigned Financial Advisor on unfamiliar and more advanced situations and transactions.
• Identifies additional cross-sell opportunities within client's portfolio. Utilizes financial planning tools available to identify client goals and objectives and track progress.
• Meets with clients independently or jointly, if aligned with a Financial Advisor. Responsible for referrals from branches, referral training in branches, and any direct mail campaigns or marketing initiatives.
• Interacts independently with customers regarding service issues and provides advice within the scope of authority and abilities.
• May be responsible for performing administrative tasks in conjunction with processing financial transactions and client service including but not limited to verification of orders entered on broker-dealer system, submission of new accounts, creation and maintenance of client files.
• Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position

BA or BS

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position

3

Skills Required to Perform the Primary Responsibilities of this Position

• Excellent project management skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Excellent customer service skills
• Ability to use a personal computer and job-related software
• MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Experience in the investment industry, broker-dealer procedures, products, forms, systems and services.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position

Life/Health and FINRA Series 7 and 63 & 65 or S66.

Physical Requirements or Work Conditions Beyond Traditional Office Work

N/A

Compensation Grade

COMMEXT

Pay Range

$43,888.00 - $43,888.00

FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.

Equal Employment Opportunity (EEO)

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.