Wealth Advisor & Financial Planner

First Commonwealth Bank; Delaware (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

First Commonwealth Bank is seeking a Financial Advisor in Delaware, OH to advise clients on investments, retirement and insurance products and to drive sales through an advisory planning process. You will manage existing relationships, develop new leads, and work with bank partners to cross-sell solutions across lines of business.

You will serve clients with a sense of urgency, collect and analyze income, assets and debts, and stay current on regulatory changes.

Qualifications

• A bachelor's degree in Business or a related field or equivalent experience.
• A minimum of five (5) years of financial sales experience, preferred.
• Current Series 7 / 63 and Life, Accident & Health licensing required. Must obtain Series 65 or 66 within 90 days of hire.
• Demonstrated success in financial sales, excellent communication, organizational, mathematical and analytical skills.
• Technological savvy including above average working knowledge of Microsoft Word, Excel and PowerPoint.
• A valid driver’s license and the ability to travel are required.

Responsibilities

• Advises clients and prospects on a full range of investment, retirement and insurance products in order to best meet their needs while achieving targeted goals within an assigned territory.
• Delivers an advice-led financial planning sales process to augment sales opportunities and improve performance results.
• Works with a sense of urgency to collect and analyze income, assets and debts in order to help clients meet future financial goals.
• Manages existing client relationships to ensure advice and solutions respond to changes in the client’s life; deepen and lengthen relationships and cross-sell solutions.
• Owns prospecting efforts and develops leads by coaching and training bank partners, including staff in Financial Solutions Centers.
• Generates business through self-sourced marketing and sales activities by developing relationships with prospects such as referred by FCb employees, personal contacts, and cold calling.
• Determines prospect needs for financial services by collecting information, analyzing income, assets and debts; sells and services products most appropriate for each client.
• Helps clients/prospects achieve greater financial confidence by referring them to partners and other Lines of Business.
• Assists Brokerage Support in developing sales and/or provides problem resolution support when necessary.
• Coordinates with Brokerage Sales Manager and Program Manager to develop and track sales and activity goals and results.
• Maintains records of sales activities and customer contacts and attains performance targets identified by management.
• Participates in training sessions, sales meetings, and client builder reporting meetings.
• Dutifully stays abreast of regulatory and compliance changes that affect the industry.
• Continuously assesses dynamics of assigned territory for strategic threats and opportunities.

Skills

Communication

Sales experience

Financial analysis

Client relations

Regulatory compliance

Education

Bachelor's degree in Business or related field

Series 7/63 and Life, Accident & Health licensing

Series 65/66 within 90 days

Tools

MS Word

Excel

PowerPoint

Job description

First Commonwealth Bank is seeking a Financial Advisor in Delaware, OH to advise clients on investments, retirement and insurance products and to drive sales through an advisory planning process. You will manage existing relationships, develop new leads, and work with bank partners to cross-sell solutions across lines of business.

You will serve clients with a sense of urgency, collect and analyze income, assets and debts, and stay current on regulatory changes.