Wealth Management Advisor (Banking & Investments)

Cetera Financial Group; Wellsburg (WV); On-site; USD 50,000 - 70,000; Full time

Job summary

First National Bank of PA seeks an Associate Financial Advisor to support wealth management activities across regional branches. You will service existing clients, pursue new opportunities, and coordinate with Trust, Insurance and loan teams to offer suitable investments.

The role requires a High School diploma, 3 years of experience, strong communication, and FINRA licensing, with emphasis on compliance and ongoing education within FNB's framework.

Qualifications

• High School diploma or GED.
• Minimum 3 years of related experience.
• Excellent written and verbal communication skills.
• Strong organizational, analytical and interpersonal abilities.
• Proficient with PC software; MS Word and PowerPoint basics.

Responsibilities

• Manages and services existing Bank clients and builds relationships by identifying financial needs and products.
• Pursues new client acquisitions from referrals and external sources with investment products.
• Identifies opportunities to refer to Trust, Insurance or Loans lines when suitable.
• Supports licensing, CE, and FINRA compliance for all licensed bankers.
• Cross-refers customers to Retail or other lines as appropriate.
• Works across branches in South Pittsburgh, Wintersville, Wellsburg, Follansbee, and WV as needed.

Skills

Communication

Organization

Analytical

Interpersonal

PC skills

Education

High school diploma / GED

FINRA licensing (Series 7, 63/65 or S66)

Tools

MS Word

MS PowerPoint

Job description

First National Bank of PA seeks an Associate Financial Advisor to support wealth management activities across regional branches. You will service existing clients, pursue new opportunities, and coordinate with Trust, Insurance and loan teams to offer suitable investments.

The role requires a High School diploma, 3 years of experience, strong communication, and FINRA licensing, with emphasis on compliance and ongoing education within FNB's framework.