Financial Advisor

Cetera Financial Group; New Kensington (Westmoreland County); On-site; USD 60,000 - 82,000; Full time

Job summary

First National Bank of PA is seeking an Associate Financial Advisor support professional to help service bank customers across New Kensington and nearby branches. You will learn client needs, cross-sell investment products, and maintain FINRA licensing and CE requirements.

You will proactively identify opportunities, refer clients to Trust, Insurance or loan partners, and help grow the bank's wealth management footprint while ensuring regulatory compliance.

Qualifications

• High School or GED required.
• Excellent communication and interpersonal skills.
• Willingness to pursue and maintain FINRA licensing and CE requirements.

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.
• Maintains all client files, completes all required Continuing Education (CE) and FINRA licensing.

Skills

Excellent communication

Organizational skills

Analytical skills

Interpersonal skills

PC proficiency

Education

High School or GED

Tools

MS Word - Basic Level

MS PowerPoint - Basic Level

Job description

Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker‑dealer that supports and grows wealth management programs on bank or credit union premises.

First National Bank of PA

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.

This role supports several branches in New Kensington, Natrona Heights, Sarver, North Washington, Kittanning and Riverview, PA. 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 communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Ability to use a personal computer and job-related software
• MS Word - Basic 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.