Associate Financial Advisor – Client Growth & Planning

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

Job summary

First National Bank of Pennsylvania in Baltimore is seeking an Associate Financial Advisor to partner with a Financial Advisor or work independently to prospect new clients, manage referrals, and participate in market campaigns to grow the territory.

You will service existing clients, build relationships, and strive to achieve revenue and assets under management targets while delivering high-quality financial guidance in a compliant, client‑focused environment.

Qualifications

• Minimum BA/BS required.
• 3 years of related experience.
• FINRA Series 7/63/65 or S66 licensure required.

Responsibilities

• Prospect and schedule potential clients and develop referrals.
• Support marketing campaigns and market initiatives.
• Maintain client accounts and work toward revenue goals.
• Provide high-quality service and financial advice.
• Refer opportunities and cross-sell within client portfolios.
• Meet with clients to understand financial needs.
• Perform admin tasks related to transactions and client files.

Skills

Project management

Communication skills

Interpersonal skills

Customer service skills

PC/software familiarity

FINRA licenses (7/63/65 or S66)

Investment industry experience

Education

BA or BS

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank of Pennsylvania in Baltimore is seeking an Associate Financial Advisor to partner with a Financial Advisor or work independently to prospect new clients, manage referrals, and participate in market campaigns to grow the territory.

You will service existing clients, build relationships, and strive to achieve revenue and assets under management targets while delivering high-quality financial guidance in a compliant, client‑focused environment.