Wealth Advisor: Grow Client Wealth & Relationships

First National Investment Services Company L L C; Wellsburg (WV); On-site; USD 60,000 - 90,000; Full time

Job summary

F.N.B. Corporation in Wellsburg, West Virginia seeks a Financial Advisor to service existing clients and grow the client base through tailored investment solutions.

You will build relationships, assess financial needs, and collaborate with other lines of business such as Trust, Insurance and Loans to deliver comprehensive support.

The role requires licensing (FINRA 7, 63/65 or S66) and a high school education with at least three years of related experience.

Qualifications

• High School diploma or GED required.
• 3 years of related job experience preferred.
• Licensure: FINRA Series 7 and 63 & 65 or S66 required.

Responsibilities

• Manages and services existing clients and Bank customers and builds stronger relationships by learning customers’ financial needs and offering suitable products.
• Pursues acquisition of new clients from referrals and external sources selling investment products.
• Identifies sales opportunities and initiates an investment product with the customer or refers to Trust, Insurance, or Loans.
• Supports Associate Financial Advisors with training in client profiling, sales skills, or goal attainment.
• Keeps client files updated, completes Continuing Education (CE) and FINRA licensing requirements.

Skills

Relationship management

Communication skills

Organizational skills

Analytical skills

Customer service

Interpersonal skills

Education

High School diploma or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation in Wellsburg, West Virginia seeks a Financial Advisor to service existing clients and grow the client base through tailored investment solutions.

You will build relationships, assess financial needs, and collaborate with other lines of business such as Trust, Insurance and Loans to deliver comprehensive support.

The role requires licensing (FINRA 7, 63/65 or S66) and a high school education with at least three years of related experience.