Wealth Advisor - Client Relationships & Investments

First National Bank of Pennsylvania; Pittsburgh (Allegheny County); Sur place; USD 55 000 - 90 000; Plein temps

Résumé du poste

First National Bank of Pennsylvania is seeking a Financial Advisor to grow client relationships and provide wealth-management support. You will pursue new business, assess client needs, and coordinate with Trust, Insurance or Loan specialists to tailor solutions.

The role requires active FINRA licensing (Series 7/63/65 or S66) and Life/Health licensing, plus strong communication and service skills. On-site position with comprehensive regulatory compliance mandates.

Qualifications

• Minimum education: High School or GED.
• 3 years of related job experience.
• Strong communication, sales and client servicing skills.

Responsabilités

• Manages and services existing clients and Bank customers and builds stronger relationships by learning customers' financial needs and supplying appropriate products.
• Identifies potential sales opportunities and initiates investment products or refers to Trust, Insurance or Loans.
• Maintains client files, completes required continuing education and FINRA licensing.
• Ensures compliance with government regulations for licenses held.
• Performs other duties and projects as assigned.

Connaissances

Excellent management skills

Excellent communication skills

Excellent organizational, analytical &

Excellent customer service skills

PC literacy and software use

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Formation

High School or GED

Outils

MS Word

MS Excel

MS PowerPoint

Description du poste

First National Bank of Pennsylvania is seeking a Financial Advisor to grow client relationships and provide wealth-management support. You will pursue new business, assess client needs, and coordinate with Trust, Insurance or Loan specialists to tailor solutions.

The role requires active FINRA licensing (Series 7/63/65 or S66) and Life/Health licensing, plus strong communication and service skills. On-site position with comprehensive regulatory compliance mandates.