Financial Advisor

First National Bank of Pennsylvania; Bethesda (MD); On-site; USD 37,000 - 50,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision benefits

401(k) retirement plan

Paid time off and holidays

Job summary

First National Bank of Pennsylvania is seeking a Financial Advisor in Bethesda, MD to support our wealth management team. The role focuses on servicing existing clients and expanding the client base by identifying financial needs and offering suitable investment products.

The position requires strong communication and interpersonal skills, with licensing in FINRA and ongoing CE. A comprehensive benefits package accompanies the role within a stable banking environment."

Qualifications

• High School or GED required.
• 3 years of job related experience.
• Excellent communication and customer service skills.
• Proficiency with a PC and MS Office suite (Word/Excel/PowerPoint).

Responsibilities

• Manage and service existing clients and Bank customers.
• Actively pursue acquisition of new clients from internal referrals and external sources.
• Promote investment products and cross-sell to other lines of business.
• Cross-reference clients to Trust, Insurance or loan products as appropriate.
• Maintain client files and ensure FINRA licensing is up to date.
• Ensure compliance with regulatory requirements and risk management policies.

Skills

Communication skills

Customer service

Interpersonal skills

Organizational skills

Analytical skills

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

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, 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.