Financial Advisor

First National Bank of Pennsylvania; Wellsburg (WV); On-site; USD 50,000 - 80,000; Full time

Job summary

First National Bank of Pennsylvania in Wellsburg, WV is seeking a Financial Advisor to support the wealth management team by delivering high-quality client service and identifying tailored financial solutions.

You will work with current clients to assess needs, promote investment products, and pursue new opportunities through referrals and outreach, while maintaining licenses and training to meet regulatory standards.

Qualifications

• High School diploma or GED required.
• 3+ years of experience in financial services or wealth management.
• FINRA Series 7 and 63/65 or S66 licensing required; Life licenses preferred.

Responsibilities

• Manage and service existing clients and build relationships by assessing financial needs.
• Pursue new client acquisition through referrals and external sources for investment products.
• Identify cross-sell opportunities to Trust, Insurance, or loan products.
• Coordinate with Associate Financial Advisors for training and performance goals.
• Maintain client files and complete continuing education and FINRA licensing.
• Ensure compliance with regulatory requirements and risk management.
• Perform other related duties as assigned.

Skills

Excellent communication skills

Customer service skills

Interpersonal skills

Organizational skills

Analytical skills

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Ability to use a PC and job-related软件

Excellent management skills

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

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 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 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

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.

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.