Financial Advisor — Wealth Growth & Client Guidance

FNB Corporation; Bethesda (MD); Hybrid; USD 39,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) retirement plan

Paid time off and holidays

Job summary

FNB Corporation in Bethesda, MD is seeking an Financial Advisor to support the bank’s wealth management goals. You will manage relationships with existing clients, pursue new business opportunities, and coordinate across Banking, Trust and Lending teams.

The role requires licensing in Life/Health and FINRA Series 7/63/65 or S66, plus strong communication and analytical skills. A comprehensive benefits package supports work-life balance.

Qualifications

• High School or GED required.
• 3 years of related work experience.
• Licensing: Life/Health and FINRA Series 7 and 63 & 65 or S66.

Responsibilities

• Manages and services existing clients and Bank customers and builds stronger customer relationships by learning financial needs and supplying the appropriate product.
• Actively pursues acquisition of new clients from internal referrals and external sources selling various investment products.
• Identifies opportunities for associate financial advisors to receive training in customer profiling, sales skills or meeting goals.
• Cross-refers customers and prospects and Retail bank products to Wealth Management and other lines of business.

Skills

Client management

Communication

Organization

Customer service

PC skills

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

FNB Corporation in Bethesda, MD is seeking an Financial Advisor to support the bank’s wealth management goals. You will manage relationships with existing clients, pursue new business opportunities, and coordinate across Banking, Trust and Lending teams.

The role requires licensing in Life/Health and FINRA Series 7/63/65 or S66, plus strong communication and analytical skills. A comprehensive benefits package supports work-life balance.