Investment Advisor II - Lancaster Market

Orrstown Bank; Lancaster (Lancaster County); On-site; USD 50,000 - 75,000; Full time

Job summary

Join Orrstown Bank as an Investment Advisor II to serve as the primary relationship advisor to wealth clients. This role involves developing client relationships through high-level service and administering investment accounts. Candidates should have a bachelor's degree in finance or a related field, along with 3-5 years of experience in selling investment services. The position offers significant growth potential and a collaborative work environment.

Qualifications

• Minimum 3-5 years' experience selling trust or investment services.
• Possess appropriate securities and insurance licenses.
• Strong knowledge of Trust Account administration and financial principles.

Responsibilities

• Serve as primary relationship advisor to wealth clients.
• Develop new business and manage investment accounts.
• Conduct seminars and organize tasks across departments.

Skills

Communication

Interpersonal Skills

Sales Skills

Education

Bachelor’s degree in finance or related discipline

Job description

Join to apply for the Investment Advisor II - Lancaster Market role at Orrstown Bank

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Join to apply for the Investment Advisor II - Lancaster Market role at Orrstown Bank

Position Summary

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.

Position Summary

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.

Qualifications

Bachelor’s degree in finance or related discipline with specialized training in sales.

Minimum 3-5 Years' Experience Selling Trust Or Investment Services

Possess appropriate securities and insurance licenses, proficient reading, verbal and written communication skills; strong interpersonal skills; strong working knowledge of Trust Account administration and financial market and economic principles.

Essential Duties

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.

Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information; report pertinent information to immediate supervisor; compile information as necessary or directed and provide data to appropriate Bank personnel; respond to inquiries relating to the particular area and requests from clients, other Bank personnel, etc., within given time frames and established policy.

Attend regularly scheduled coaching and counseling sessions held by supervisor to achieve the outcome of improved communication, action plan development, positive feedback and performance improvement.

Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the work place; support risk management practices and overall safety and soundness and the Bank’s compliance with all regulatory requirements. Ensure that the department and all personnel adhere to the same; perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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