Financial Advisor

First National Bank; State College (Centre County); On-site; USD 60,000 - 80,000; Full time

Job summary

First National Bank is seeking a Financial Advisor in State College, Pennsylvania. The successful candidate will be responsible for managing client relationships and acquiring new clients through investment products. A strong emphasis on service quality and regulatory compliance is essential. Candidates must have a High School diploma or GED, at least 3 years of relevant experience, and hold necessary licenses. Skills in communication, organization, and customer service are required. Join a team committed to excellence and growth.

Qualifications

• 3 years of experience in a relevant field.
• Life/Health and FINRA Series 7 and 63 & 65 or S66 certifications required.

Responsibilities

• Manage and service existing clients and Bank customers.
• Acquire new clients by selling various investment products.
• Identify potential sales opportunities.
• Ensure compliance with government regulations.
• Conduct Continuing Education (CE) and maintain licensing.

Skills

Excellent management skills

Excellent communication skills

Excellent organizational skills

Excellent analytical skills

Excellent 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

Education

High School or GED

Job description

Primary Office Location: 117 South Allen Street. State College, Pennsylvania. 16801.

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

High School or GED

Minimum Years of Experience

3

Skills Required

• 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

Life/Health and FINRA Series 7 and 63 & 65 or S66.

Physical Requirements or Work Conditions

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.