Wealth Advisor – Client Growth & Investments

First National Bank of Pennsylvania; Bethesda (MD); On-site; USD 37,000 - 50,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision benefits

401(k) retirement plan

Paid time off and holidays

Job summary

First National Bank of Pennsylvania is seeking a Financial Advisor in Bethesda, MD to support our wealth management team. The role focuses on servicing existing clients and expanding the client base by identifying financial needs and offering suitable investment products.

The position requires strong communication and interpersonal skills, with licensing in FINRA and ongoing CE. A comprehensive benefits package accompanies the role within a stable banking environment."

Qualifications

• High School or GED required.
• 3 years of job related experience.
• Excellent communication and customer service skills.
• Proficiency with a PC and MS Office suite (Word/Excel/PowerPoint).

Responsibilities

• Manage and service existing clients and Bank customers.
• Actively pursue acquisition of new clients from internal referrals and external sources.
• Promote investment products and cross-sell to other lines of business.
• Cross-reference clients to Trust, Insurance or loan products as appropriate.
• Maintain client files and ensure FINRA licensing is up to date.
• Ensure compliance with regulatory requirements and risk management policies.

Skills

Communication skills

Customer service

Interpersonal skills

Organizational skills

Analytical skills

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank of Pennsylvania is seeking a Financial Advisor in Bethesda, MD to support our wealth management team. The role focuses on servicing existing clients and expanding the client base by identifying financial needs and offering suitable investment products.

The position requires strong communication and interpersonal skills, with licensing in FINRA and ongoing CE. A comprehensive benefits package accompanies the role within a stable banking environment."