Financial Advisor

FNB Corporation; Bethesda (MD); Hybrid; USD 39,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) retirement plan

Paid time off and holidays

Job summary

FNB Corporation in Bethesda, MD is seeking an Financial Advisor to support the bank’s wealth management goals. You will manage relationships with existing clients, pursue new business opportunities, and coordinate across Banking, Trust and Lending teams.

The role requires licensing in Life/Health and FINRA Series 7/63/65 or S66, plus strong communication and analytical skills. A comprehensive benefits package supports work-life balance.

Qualifications

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

Responsibilities

• Manages and services existing clients and Bank customers and builds stronger customer relationships by learning financial needs and supplying the appropriate product.
• Actively pursues acquisition of new clients from internal referrals and external sources selling various investment products.
• Identifies opportunities for associate financial advisors to receive training in customer profiling, sales skills or meeting goals.
• Cross-refers customers and prospects and Retail bank products to Wealth Management and other lines of business.

Skills

Client management

Communication

Organization

Customer service

PC skills

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location: 7475 Wisconsin Ave. Bethesda, Maryland. 20814.

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.
• 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

Compensation Details

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.

Benefits Package

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. A culture of teamwork. A history of success.

Company Information

As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.