Financial Advisor

Cetera Financial Group; State College (Centre County); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services firm in State College, PA seeks a dedicated individual for client relationship management and investment product sales. This role involves managing established clients, pursuing new opportunities, and ensuring compliance with financial regulations. The ideal candidate will have a high school diploma, 3+ years of relevant experience, and relevant licenses including FINRA Series 7, 63 & 65 or S66. The firm emphasizes excellent communication and organizational skills in a regulatory-compliant environment.

Qualifications

• 3+ years of experience in a related field.
• Licensure in Life/Health and FINRA Series 7, 63 & 65 or S66 is required.

Responsibilities

• Manages and services existing clients and Bank customers.
• Builds stronger customer relationships by understanding individual financial needs.
• Acquires new clients through internal referrals and external sources.
• Maintains all client files and regulatory compliance.

Skills

Excellent communication skills, both written and verbal

Excellent organizational skills

Analytical skills

Interpersonal skills

Ability to use a personal computer

MS Word - Basic Level

MS PowerPoint - Basic Level

Education

High School or GED

Job description

Overview

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.

There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals.

First National Bank - State College, 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.

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 Education

High School or GED

Minimum Years of Experience

3

Skills

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

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

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.