Financial Advisor

F.N.B. Corporation; Wellsburg (WV); On-site; USD 55,000 - 75,000; Full time

Job summary

F.N.B. Corporation is seeking a Financial Advisor based in Wellsburg, West Virginia. This role involves managing existing clients, acquiring new clients, and selling investment products while ensuring compliance with regulations.

The ideal candidate should have a High School or GED, 3 years of experience, and necessary licensures such as Life/Health and FINRA Series 7 and 63 & 65 or S66. Strong communication, management, and customer service skills are essential for success.

Qualifications

• 3 years of job-related experience.
• Licensures: Life/Health and FINRA Series 7 and 63 & 65 or S66.

Responsibilities

• Manage and service existing clients, building stronger relationships.
• Acquire new clients through referrals and selling investment products.
• Initiate investment products with clients or refer them accordingly.
• Identify training opportunities for Associate Financial Advisors.
• Demonstrate knowledge in Wealth Management and cross-refer products.
• Maintain client files and complete required Continuing Education.
• Review work of licensed bankers for compliance.
• Act as a risk manager, reporting and responding to daily risks.
• Ensure compliance with regulatory laws and company procedures.

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

1015 Commerce Street, Wellsburg, West Virginia, 26070

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, building stronger relationships by learning customers’ financial needs and supplying the appropriate product.
• Actively pursues the acquisition of new clients from internal referrals and external sources, selling various investment products.
• Identifies potential sales opportunities and initiates investment products with customers or refers them to other lines of business such as Trust, Insurance or loans.
• Identifies opportunities for Associate Financial Advisors to receive 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 required Continuing Education (CE) and FINRA licensing.
• Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to their licenses.
• Performs other related duties and projects as assigned.
• Acts as a risk manager for their business by understanding, reporting, responding to, managing and monitoring risk daily as required by F.N.B. Corporation’s risk management program.
• Adheres to regulatory laws, guidelines and company procedures, ensuring compliance as a required component of all position descriptions.

Minimum Level of Education Required

High School or GED

Minimum Years of Job Related Experience Required

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 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. 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.