Financial Advisor - Client Wealth Planner

First Commonwealth Bank; Canton (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

First Commonwealth Bank is seeking a Financial Advisor to help clients with investments, retirement and insurance products. You will build and manage relationships, coach partners, and drive sales while maintaining regulatory compliance.

The role requires a bachelor's degree, at least five years of financial sales experience, and relevant licenses. The position involves prospecting, marketing, and cross-selling across bank lines of business.

Qualifications

• Bachelor’s degree in Business or related field (preferred).
• Minimum five years of financial sales experience (preferred).
• Current Series 7/63 and Life, Accident & Health licensing required; Series 65 or 66 within 90 days of hire.

Responsibilities

• Advise clients on investments, retirement, and insurance to meet financial goals.
• Deliver an advice-led financial planning sales process to augment opportunities.
• Analyze income, assets, and debts to help clients meet future goals.

Skills

Financial advisory

Sales skills

Communication

Client relationships

Regulatory compliance

Education

Bachelor's in Business

Series 7/63 license

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

First Commonwealth Bank is seeking a Financial Advisor to help clients with investments, retirement and insurance products. You will build and manage relationships, coach partners, and drive sales while maintaining regulatory compliance.

The role requires a bachelor's degree, at least five years of financial sales experience, and relevant licenses. The position involves prospecting, marketing, and cross-selling across bank lines of business.