Financial Advisor

First National Investment Services Company L L C

United States

On-site

USD 39,000 - 48,000

Full time

4 days ago

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Job summary

F.N.B. Corporation is seeking a Financial Advisor based in Bethesda, MD to support the bank’s wealth management goals. You will manage existing client relationships, identify financial needs, and recommend suitable investment products. The role requires FINRA licenses and ongoing CE compliance.

Outside calls to current and prospective clients are expected, along with collaboration with other lines of business such as Trust and Insurance. Strong communication and service orientation are essential.

Qualifications

High School diploma or GED required.
Minimum 3 years of job-related experience.
Licenses: Life/Health and FINRA Series 7 and 63 & 65 or S66.
Strong communication and client service skills.
Proficient in MS Word/Excel/PowerPoint.

Responsibilities

Manage and service existing Bank clients and grow relationships.
Actively pursue acquisition of new clients via internal referrals and external sources.
Identify opportunities and refer to Trust, Insurance, or loan lines.
Cross-reference Wealth Management with Retail Bank products.
Maintain client files and complete CE and FINRA licensing.
Ensure compliance with regulations and risk management.

Skills

Management skills

Communication skills

Organizational skills

Interpersonal skills

Customer service

PC skills

MS Word

MS Excel

MS PowerPoint

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location: 7475 Wisconsin Ave. Bethesda, Maryland. 20814.

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.
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

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

Compensation Grade

COMMEXT

Pay Range

$43,888.00 - $43,888.00

Compensation Details

FNB’s total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay.

Benefits Package

FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.

Equal Employment Opportunity (EEO)

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace. A culture of teamwork. A history of success.