Financial Advisor: Grow Client Wealth & Relationships

Fnb Online; West Virginia; On-site; USD 55,000 - 75,000; Full time

Job summary

Fnb Online in Wellsburg, WV is seeking a Financial Advisor responsible for managing and servicing existing clients while acquiring new ones. You'll provide quality service, identify potential sales, and ensure compliance with regulatory laws.

Candidates should have a High School diploma, 3+ years of experience, and relevant certifications (FINRA Series 7 and 63 & 65 or S66). Excellent communication and customer service skills are essential for success in this role.

Qualifications

• 3+ years of job-related experience required.
• Life/Health and FINRA Series 7 and 63 & 65 or S66 certifications needed.

Responsibilities

• Manage and service existing clients and Bank customers.
• Acquire new clients from internal referrals and external sources.
• Identify potential sales opportunities.
• Maintain all client files and comply with regulatory laws.

Skills

Excellent management skills

Excellent communication skills

Excellent organizational skills

Excellent analytical skills

Excellent interpersonal skills

Excellent customer service skills

Ability to use personal computer

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Education

High School or GED

Job description

Fnb Online in Wellsburg, WV is seeking a Financial Advisor responsible for managing and servicing existing clients while acquiring new ones. You'll provide quality service, identify potential sales, and ensure compliance with regulatory laws.

Candidates should have a High School diploma, 3+ years of experience, and relevant certifications (FINRA Series 7 and 63 & 65 or S66). Excellent communication and customer service skills are essential for success in this role.