Financial Advisor

Ephrata National Bank; Ephrata (Lancaster County); On-site; USD 50,000 - 115,000; Full time

Job summary

Ephrata National Bank is seeking a Financial Advisor to manage client relationships within its Wealth Advisory segment. The ideal candidate will have experience in financial planning and investment management, alongside strong communication skills to foster client trust. Key responsibilities include developing business strategies, maintaining knowledge of products, and collaborating with bank partners. This full-time position offers competitive compensation and opportunities for professional growth.

Qualifications

• 4-6 years of relevant experience is required.
• Proven ability to sell financial services.
• High proficiency in communication and report writing.

Responsibilities

• Manage client relationships within the Wealth Advisory segment.
• Develop strategies to achieve financial goals for clients.
• Collaborate with internal stakeholders to enhance business development.

Skills

Relationship Management

Strategic Relationship Cultivation

Knowledge of Investment Products

Financial Planning

Communication Skills

Sales Proficiency

Education

Bachelor's degree from an accredited college

Series 7, Series 63 licenses

PA State Life & Health Insurance licenses

Job description

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Summary

This position is responsible for relationship management of clients within ENB’s Wealth Advisory segment. Individual’s serving this client segment must has a strong affinity toward leading coaching conversations within the context of the client’s financial plan. Knowledge of investment products and financial planning are critical to success. This position must also maintain sufficient knowledge of all bank products and services in order to facilitate conversations across all product lines of the bank.

Summary

This position is responsible for relationship management of clients within ENB’s Wealth Advisory segment. Individual’s serving this client segment must has a strong affinity toward leading coaching conversations within the context of the client’s financial plan. Knowledge of investment products and financial planning are critical to success. This position must also maintain sufficient knowledge of all bank products and services in order to facilitate conversations across all product lines of the bank.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Develop and execute a business development strategy that results in meeting a minimum AGC level of 225,000.
• Cultivate strategic relationships to maintain and develop current book of business.
• Knowledge of the market and competitor bank products/services and the advantages of Ephrata National Bank.
• Maintain a full knowledge of Investment products/services, pricing and internal requirements and able to communicate these effectively to prospects and potential clients.
• Based on analysis of clients’ financial data, develop strategies and plans to help clients meet financial goals. Sell the Bank’s approved non-deposit investment products and services to business and consumer while adhering to the Bank’s policies and procedures. Partner with the retail organization and other internal partners on referrals and appointments.
• Effectively assesses clients’ financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status.
• Monitors plan performance for clients.
• Recommend new product and product enhancement ideas based on client feedback, competitive situations and opportunities.
• Partner with the revenue/sales organization to cross refer clients based on needs.
• Responsible for supporting strategies that promote the growth of the Investment Services business segment and the Wealth Management division.
• Act as a team collaborator and establish effective working relationships with other divisions of the bank. Develop collaborative working relationships with key internal stakeholders that result in sales and expanded business development opportunities.
• Participate in and support execution of all marketing programs and campaigns.
• Recommend new product and product enhancement ideas based on customer feedback, competitive situations and opportunities.
• Maintain a working understanding of, and comply with investment policies, procedures and applicable regulations.
• Know where the BSA notice, statement and public disclosure file is located in the department and the name of the BSA/AML Officer.
• Demonstrate good judgment and decision making.
• Participate in outside service organizations to promote the community and advance the Bank’s image.
• Other duties as designated by management.
  
  

Required Education And Experience

• 4-6 years of relevant experience required, will consider less experience with demonstrated sales results falling within the associated production range.
• Bachelor’s degree from an accredited college or equivalent experience.
• Series 7, Series 63 and the PA State Life & Health Insurance licenses.
• Proven skills to effectively speak before management, employee and customer groups.
• High proficiency in professional verbal and written communications.
• Proven ability to sell financial services to a variety of clients.
• High proficiency in reading and writing general reports and other correspondence. Ability to use standard or specialized computer hardware and software packages including word processing in a Windows environment.
• Ability to balance multiple tasks simultaneously.
  
  

Competencies

• ENB Operational and Functional Competencies.
  
  

Supervisory Requirements

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional work environment. This role routinely uses standard office equipment such as computers, monitors, mouse, keyboard, phones, printers, scanners, photocopiers, filing cabinets, calculator, and fax machines. Due to physical location of this position, phone ringing, and people conversing, it may be difficult to hear at times and therefore easily distracting.

Physical Demands

Ephrata National Bank promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision required by the job includes close vision, distance vision, and ability to focus. While this position is primarily sedentary, the employee is frequently required to stand, walk, use hands to finger, handle or feel objects or controls, reach with hands and arms, bend, balance, stoop, kneel, and crouch. The employee must be able to lift and/or move up to 25 pounds including standard computer and copy paper boxes, and must be able to open and close filing cabinets and drawers.

Position Type And Expected Hours Of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Flexibility of schedule to meet business needs is required.

Travel

This position may require travel.

EEO Statement

Ephrata National Bank supports a diverse workforce and is an Equal Opportunity Employer. It is the policy of Ephrata National Bank to provide equal employment opportunities without regard to race, ethnicity, color, religion, sex, national origin, age, disability, marital status, covered veteran status, sexual orientation, gender identity, genetic information or any other protected characteristic applicable under law. The bank complies with all relevant federal, state, and local laws, as well as, all regulations regarding nondiscrimination.

This job description reflects management’s assignment of essential functions and position responsibilities. Nothing in this job description restricts management’s rights to assign or reassign duties and responsibilities to this job at any time. The employee is expected to adhere to all of Ephrata National Bank’s procedures and to act as a role model in the adherence to bank polices.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Banking

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