Bank-Based Wealth Advisor: Grow Client Portfolios

Cetera Financial Group; New Kensington (Westmoreland County); Vor Ort; USD 60.000 - 82.000; Vollzeit

Zusammenfassung

First National Bank of PA is seeking an Associate Financial Advisor support professional to help service bank customers across New Kensington and nearby branches. You will learn client needs, cross-sell investment products, and maintain FINRA licensing and CE requirements.

You will proactively identify opportunities, refer clients to Trust, Insurance or loan partners, and help grow the bank's wealth management footprint while ensuring regulatory compliance.

Qualifikationen

• High School or GED required.
• Excellent communication and interpersonal skills.
• Willingness to pursue and maintain FINRA licensing and CE requirements.

Aufgaben

• Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product.
• Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products.
• Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans.
• Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals.
• Maintains all client files, completes all required Continuing Education (CE) and FINRA licensing.

Kenntnisse

Excellent communication

Organizational skills

Analytical skills

Interpersonal skills

PC proficiency

Ausbildung

High School or GED

Tools

MS Word - Basic Level

MS PowerPoint - Basic Level

Jobbeschreibung

First National Bank of PA is seeking an Associate Financial Advisor support professional to help service bank customers across New Kensington and nearby branches. You will learn client needs, cross-sell investment products, and maintain FINRA licensing and CE requirements.

You will proactively identify opportunities, refer clients to Trust, Insurance or loan partners, and help grow the bank's wealth management footprint while ensuring regulatory compliance.