Financial Advisor

F.N.B. Corporation; Bethesda (MD); On-site; USD 39,000 - 48,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) Plan

Paid time off

Job summary

F.N.B. Corporation, located at 7475 Wisconsin Ave, Bethesda, MD, is seeking a Financial Advisor to support the bank’s business plan by delivering the highest quality service to every customer.

The role involves managing existing clients and pursuing new ones, identifying investment opportunities, coordinating with Trust, Insurance and loan teams, maintaining client files, and completing required CE and FINRA licensing to ensure regulatory compliance.

Qualifications

• High School or GED required.
• Minimum 3 years of related experience.
• Licenses: Life/Health and FINRA Series 7 and 63 & 65 or S66.

Responsibilities

• Manage and service existing clients; build relationships by assessing financial needs and offering products.
• Identify sales opportunities and initiate investment products or refer to Trust, Insurance, or loans.
• Identify training opportunities for associates in profiling, sales, and goal attainment.
• Maintain client files and complete CE and FINRA licensing.
• Review licensed bankers' work for accuracy and regulatory compliance.
• Perform other duties and projects as assigned.
• Uphold risk management by reporting and monitoring daily risks per policy.

Skills

Excellent management skills

Excellent communication skills

Excellent organizational

Excellent customer service skills

Ability to use a PC and job-related软件

MS Word

MS Excel

MS PowerPoint

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent management skills

Primary Office Location:

7475 Wisconsin Ave. Bethesda, Maryland. 20814.

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

Position Title:

Financial Advisor

Business Unit:

WM - FNIS

Reports to:

Varies Based On Assignment

Position Overview

This position is primarily responsible for supporting the Bank’s business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer.

Primary Responsibilities

• 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. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail.
• Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing.
• Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold.
• 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:

High School or GED

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 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

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.