Wealth Advisor: Grow Client Relationships & Investments

F.N.B. Corporation; Bethesda (MD); On-site; USD 39,000 - 48,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) Plan

Paid time off

Job summary

F.N.B. Corporation, located at 7475 Wisconsin Ave, Bethesda, MD, is seeking a Financial Advisor to support the bank’s business plan by delivering the highest quality service to every customer.

The role involves managing existing clients and pursuing new ones, identifying investment opportunities, coordinating with Trust, Insurance and loan teams, maintaining client files, and completing required CE and FINRA licensing to ensure regulatory compliance.

Qualifications

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

Responsibilities

• Manage and service existing clients; build relationships by assessing financial needs and offering products.
• Identify sales opportunities and initiate investment products or refer to Trust, Insurance, or loans.
• Identify training opportunities for associates in profiling, sales, and goal attainment.
• Maintain client files and complete CE and FINRA licensing.
• Review licensed bankers' work for accuracy and regulatory compliance.
• Perform other duties and projects as assigned.
• Uphold risk management by reporting and monitoring daily risks per policy.

Skills

Excellent management skills

Excellent communication skills

Excellent organizational

Excellent customer service skills

Ability to use a PC and job-related软件

MS Word

MS Excel

MS PowerPoint

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation, located at 7475 Wisconsin Ave, Bethesda, MD, is seeking a Financial Advisor to support the bank’s business plan by delivering the highest quality service to every customer.

The role involves managing existing clients and pursuing new ones, identifying investment opportunities, coordinating with Trust, Insurance and loan teams, maintaining client files, and completing required CE and FINRA licensing to ensure regulatory compliance.