Associate Financial Advisor — Client Growth & Planning

FNB Corporation; Baltimore, Northern (MD, KY); Hybrid; USD 39,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid time off

Job summary

FNB Corporation in Baltimore, MD, is looking for an Associate Financial Advisor to prospect and schedule potential clients, support referral initiatives, and assist in marketing campaigns to help reach revenue goals.

Position may partner with a Financial Advisor or operate independently, handling client relationships and routine transactions while using planning tools to align with client objectives.

Qualifications

• Minimum education: BA or BS.
• At least 3 years of job-related experience.
• Experience in the investment industry or broker-dealer context is preferred.

Responsibilities

• Handles routine transactions and account relationships independently or with guidance from a Financial Advisor.
• Responsible for routine sales duties and client servicing.
• Identify cross-sell opportunities within client portfolios and support marketing initiatives.

Skills

Project management

Communication skills

Organizational skills

Customer service

PC skills

Education

BA or BS

Tools

MS Word

MS Excel

MS PowerPoint

Job description

FNB Corporation in Baltimore, MD, is looking for an Associate Financial Advisor to prospect and schedule potential clients, support referral initiatives, and assist in marketing campaigns to help reach revenue goals.

Position may partner with a Financial Advisor or operate independently, handling client relationships and routine transactions while using planning tools to align with client objectives.