Wealth Management Financial Advisor

Fnb Online; Pennsylvania; On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a Financial Advisor in State College, Pennsylvania. The role involves managing existing client relationships and pursuing new clients by providing top quality service. Candidates should have at least 3 years of experience and a High School diploma/GED, along with essential skills in management, communication, and customer service. Required certifications include Life/Health and FINRA Series 7 and 63 & 65. This is a full-time position offering a chance to grow within a supportive team environment.

Qualifications

• 3+ years of job-related experience.
• Excellent management, communication, organizational, and customer service skills.
• Ability to use job-related software.

Responsibilities

• Manage and service existing clients and Bank customers.
• Acquire new clients from various sources.
• Maintain all client files and complete required Continuing Education.

Skills

Excellent management skills

Excellent communication skills

Excellent organizational skills

Excellent customer service skills

Analytical skills

Interpersonal skills

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

A leading financial institution is seeking a Financial Advisor in State College, Pennsylvania. The role involves managing existing client relationships and pursuing new clients by providing top quality service. Candidates should have at least 3 years of experience and a High School diploma/GED, along with essential skills in management, communication, and customer service. Required certifications include Life/Health and FINRA Series 7 and 63 & 65. This is a full-time position offering a chance to grow within a supportive team environment.