Wealth Management Advisor

First National Bank; Harrisburg (Dauphin County); On-site; USD 50,000 - 75,000; Full time

Job summary

A leading banking institution in Harrisburg is seeking a Financial Advisor to support business goals by managing existing clients and acquiring new ones. Responsibilities include identifying sales opportunities for investment products and maintaining compliance with regulatory standards. Candidates should have at least 3 years of experience, strong customer service skills, and appropriate licenses. This position offers an opportunity to make a meaningful impact in the financial sector.

Qualifications

• 3+ years of job-related experience.
• Licenses: Life/Health and FINRA Series 7 and 63 & 65 or S66.

Responsibilities

• Support the Bank's business plan through customer engagements.
• Manage existing clients and pursue new clientele.
• Identify and act upon sales opportunities for various investment products.
• Maintain all client files and comply with regulatory requirements.

Skills

Management skills

Communication skills

Organizational skills

Analytical skills

Customer service skills

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Education

High School or GED

Job description

A leading banking institution in Harrisburg is seeking a Financial Advisor to support business goals by managing existing clients and acquiring new ones. Responsibilities include identifying sales opportunities for investment products and maintaining compliance with regulatory standards. Candidates should have at least 3 years of experience, strong customer service skills, and appropriate licenses. This position offers an opportunity to make a meaningful impact in the financial sector.