Wealth Advisor - Build Client Portfolios & Growth

FNB; Harrisburg (Dauphin County); On-site; USD 60,000 - 90,000; Full time

Job summary

F.N.B. Corporation seeks a Financial Advisor to support relationship management for current clients and drive acquisition of new customers. You will tailor investment products to client needs, cross-refer to Trust, Insurance or loans, and pursue opportunities from referrals and external sources.

You will maintain client records, complete ongoing FINRA CE, and ensure regulatory compliance while contributing to risk management and business goals.

Qualifications

• High School or GED is required.
• 3 years of related experience requested.
• FINRA Series 7 and 63 & 65 or S66 licenses (or as applicable).
• Ability to comply with FINRA and regulatory requirements.

Responsibilities

• Supports Bank’s business plan with customer service and outside calls to clients.
• Builds and strengthens client relationships by assessing financial needs.
• Identifies sales opportunities and cross-refers to other lines of business.
• Maintains client files and completes required continuing education and FINRA licensing.
• Ensures accuracy and regulatory compliance in all activities.

Skills

Excellent communication

Excellent management

Excellent organizational skills

Analytical skills

Interpersonal skills

Customer service

PC proficiency

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation seeks a Financial Advisor to support relationship management for current clients and drive acquisition of new customers. You will tailor investment products to client needs, cross-refer to Trust, Insurance or loans, and pursue opportunities from referrals and external sources.

You will maintain client records, complete ongoing FINRA CE, and ensure regulatory compliance while contributing to risk management and business goals.