Wealth Advisor — Client Growth & Cross-Sell Specialist

First National Bank of Pennsylvania; Monroeville (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

First National Bank of Pennsylvania is seeking a Financial Advisor to support wealth management and investment product sales. You will service existing clients and build new relationships by understanding financial needs and delivering suitable solutions.

Responsibilities include maintaining client files, pursuing education and FINRA licensing requirements, and collaborating with other bank lines of business to refer opportunities.

Qualifications

• High School or GED required.
• 3+ years of related experience in financial services or banking.
• Licenses: Life/Health and FINRA Series 7 and 63 & 65 or S66.

Responsibilities

• Manages and services existing clients and Bank customers while building stronger relationships by learning their financial needs and offering appropriate products.
• Acquires new clients from referrals and external sources and promotes investment products.
• Identifies opportunities for cross-referrals to Trust, Insurance, or Loans and cross-refers to Retail banking when applicable.
• Maintains client files and completes Continuing Education (CE) and FINRA licensing requirements.
• Reviews work for accuracy and compliance with regulatory requirements related to licenses.

Skills

Management skills

Communication skills

Organizational skills

Analytical skills

Interpersonal skills

Customer service

Computer skills

MS Word

MS Excel

MS PowerPoint

Education

High School or GED

Job description

First National Bank of Pennsylvania is seeking a Financial Advisor to support wealth management and investment product sales. You will service existing clients and build new relationships by understanding financial needs and delivering suitable solutions.

Responsibilities include maintaining client files, pursuing education and FINRA licensing requirements, and collaborating with other bank lines of business to refer opportunities.