Investment Advisor II - AVP

Orrstown Bank; Lancaster (Lancaster County); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Long-term disability

Short-term disability

Life and AD&D insurance

Job summary

Orrstown Bank seeks a results-driven professional for the OFA Trust Eastern Regular role in Lancaster, PA. The position is full-time sales focused on trust and investment services, requiring a finance degree and several years of relevant experience.

The role includes developing new business, administering accounts, and preparing management reports. Candidates should be skilled in communication and analytics, with licensure or willingness to obtain securities and insurance licenses.

Qualifications

• Bachelor’s degree in finance or related discipline with specialized training in sales.
• 5 years’ experience selling Trust or Investment Services.
• Possess appropriate securities and insurance licenses, or willingness to attain.

Responsibilities

• Develop new business working with business partners to cultivate referrals; performs administration of various types of investment accounts; prepare and provide periodic management reports as requested; administer investment and relationship management for assigned accounts.
• Interface with the Bank’s Center of Influence (COI), including members of the Board of Directors, Presidents Advisory Councils and community professionals.
• Organize and conduct seminars in accordance with the Orrstown Financial Advisors Marketing Plan; serve on assigned departmental operating committees.

Skills

Sales

Trust/Investment Services

Analytical skills

Communication skills

Word

Excel

PowerPoint

Education

Bachelor’s degree in finance or related discipline

Tools

Word

Excel

PowerPoint

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

OFA Trust Eastern Regular - Full time Sales Lancaster, PA, US

Minimum Qualifications

• Bachelor’s degree in finance or related discipline with specialized training in sales.
• 5 years’ experience selling Trust or Investment Services.
• Possess appropriate securities and insurance licenses, or willingness to attain

Preferred Qualifications

• Chartered Financial Analyst (CFA) candidate preferred or willingness to pursue CFA designation or other advanced designation.

Responsibilities

Develop new business working with business partners to cultivate referrals; performs administration of various types of investment accounts; prepare and provide periodic management reports as requested; administer investment and relationship management for assigned accounts.

Interface with the Bank’s Center of Influence (COI), including members of the Board of Directors, Presidents Advisory Councils and community professionals.

Organize and conduct seminars in accordance with the Orrstown Financial Advisors Marketing Plan; serve on assigned departmental operating committees.

Skills

• Excellent mathematical and analytical skills; high level of attention to detail while pursuing quality in accomplishing tasks and ensuring timeliness of work; proficient reading, verbal and written communication, computer and interpersonal relations skills; competent working knowledge of Word, Excel, PowerPoint, strong working knowledge of Trust Account administration and financial market and economic principles.

At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.

• Medical insurance
• Vision insurance
• Long-term disability
• Short-term disability
• Employee, spouse and dependent life and AD&D insurance