Financial Advisor

First National Investment Services Company L L C; Monroeville (Allegheny County); On-site; USD 60,000 - 100,000; Full time

Job summary

F.N.B. Corporation in Monroeville, PA is seeking a Financial Advisor to support strategic goals by servicing current clients and pursuing new relationships.

You will manage existing accounts, learn clients’ financial needs, and proactively offer appropriate investment products, including cross-referrals to Trust, Insurance, or Loans. This full-time position requires a High School diploma or GED, at least 3 years of related experience, and FINRA licenses (Series 7 and 63/65 or S66).

Qualifications

• Experience managing client relationships and growing a book of business.
• Ability to identify needs and present investment products.
• Familiarity with cross-referrals to Trust, Insurance, or Loans.
• FINRA licensing and regulatory compliance knowledge.
• Strong communication and organizational skills.

Responsibilities

• Manage and service existing clients and Bank customers.
• Build stronger relationships by learning customers’ financial needs and supplying appropriate products.
• Actively pursue the acquisition of new clients from internal referrals and external sources.
• Identify opportunities for cross-referrals to other lines of business such as Trust, Insurance or loans.
• Maintain client files, comply with FINRA licensing and regulatory requirements.

Skills

Client relationship management

Sales & prospecting

Financial product knowledge

Communication skills

Regulatory compliance

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location: 4220 William Penn Highway. Monroeville, Pennsylvania. 15146.

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

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace. FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.

A culture of teamwork. A history of success. 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.