Wealth Management Advisor

First National Bank; Monroeville (Allegheny County); On-site; USD 70,000 - 95,000; Full time

Job summary

First National Bank in Monroeville, PA seeks a Financial Advisor to support its wealth management goals by advising clients on investments and financial products. The role focuses on building and maintaining strong client relationships and identifying opportunities for growth.

You will maintain client files, complete Continuing Education and FINRA licensing, and ensure compliance with government regulations. Strong communication and sales skills are essential in this client-facing role.

Qualifications

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

Responsibilities

• Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product.
• Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans.
• Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals.
• Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing.
• Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold.
• Performs other related duties and projects as assigned.
• All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

Skills

Management

Communication skills

Organizational skills

Customer service

Computer skills

MS Word

MS Excel

MS PowerPoint

Education

High School or GED

Job description

First National Bank in Monroeville, PA seeks a Financial Advisor to support its wealth management goals by advising clients on investments and financial products. The role focuses on building and maintaining strong client relationships and identifying opportunities for growth.

You will maintain client files, complete Continuing Education and FINRA licensing, and ensure compliance with government regulations. Strong communication and sales skills are essential in this client-facing role.