Investment Advisor II - AVP

Orrstown Bank; Roseville (PA); On-site; USD 80,000 - 110,000; 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 in Lancaster, PA seeks an Investment Advisor to serve as the primary relationship advisor to wealth clients, expanding relationships with needs-based service and full advisor solutions. Responsibilities include account administration, reporting, and COI engagement.

Minimum qualifications include a finance-related bachelor’s degree, 5 years of investment services sales, and securities/insurance licenses or willingness to attain. Seminars and committee work are part of the role.

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

Client relationships

Sales experience

Financial analysis

Regulatory knowledge

Communication skills

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

The Investment Advisor serves as primary relationship advisor to wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Orrstown Financial Advisor solutions.

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