Financial Advisor

Cetera Financial Group; Watsontown (Northumberland County); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services firm located in Watsontown is seeking a professional to manage client relationships and pursue new opportunities. The candidate must provide excellent customer service, identify sales prospects, and maintain client files while ensuring compliance with regulations. A high school diploma and at least 3 years of experience are required, alongside strong communication, organizational, and interpersonal skills. Relevant licenses such as FINRA Series 7 and 63 & 65 or S66 are essential.

Qualifications

• Excellent written and verbal communication skills required.
• 3 years of relevant job experience preferred.
• Ability to use job-related software including MS Office.

Responsibilities

• Manage and service clients and bank customers.
• Pursue new client acquisition from referrals and external sources.
• Identify sales opportunities and refer clients to appropriate services.
• Maintain client files and complete required Continuing Education.

Skills

Excellent communication skills

Organizational skills

Analytical skills

Interpersonal skills

Basic MS Word knowledge

Basic MS PowerPoint knowledge

Education

High School or GED

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.

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 - Watsontown, 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 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.

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.