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Financial Advisor - Baltimore, United States - F.N.B. Corporation
Description
Associate Financial Advisor page is loadedAssociate Financial Advisor
Apply
locations
Hollidaysburg, PA
time type
Full time
posted on
Posted 25 Days Ago
job requisition id
Primary Office Location: 224 Allegheny Street. Hollidaysburg, Pennsylvania
Join our team. Make a difference - for us and for your future.
Position Title:
Associate Financial AdvisorBusiness Unit:
WM - FNISReports to:
Senior Financial AdvisorPosition Overview:
The AFA could be partnered with a Financial Advisor(s) or work independently.
This position is primarily responsible for prospecting and scheduling of potential clients, working on referral initiatives within the market and with current clients, working on marketing and campaign activities within the market, establishing and maintaining accounts current to prospective clients and assisting in the overall support needed to achieve targeted revenue goals of the territory.
The incumbent provides the highest quality of service and advice to every customer.Primary Responsibilities:
Handles routine transactions and account relationships independently or in support of the assigned Financial Advisor. Responsible for routine sales duties.
If aligned with a Financial Advisor, would also provide high end support functions to enhance the Financial Advisor's revenue producing abilities.
Manages and services existing clients and builds stronger customer relationships by learning their individual financial needs. Works to achieve revenue and Assets Under Management goals as assigned.Serves as primary Financial Advisor at assigned branches qualifying referrals from those branches and handling routine transactions. Consults with their manager or assigned Financial Advisor on unfamiliar and more advanced situations and transactions.
Identifies additional cross-sell opportunities within client's portfolio. Utilizes financial planning tools available to identify client goals and objectives and track progress.
Meets with clients independently or jointly, if aligned with a Financial Advisor. Responsible for referrals from branches, referral training in branches, and any direct mail campaigns or marketing initiatives.
Interacts independently with customers regarding service issues and provides advice within the scope of authority and abilities.
May be responsible for performing administrative tasks in conjunction with processing financial transactions and client service including but not limited to verification of orders entered on broker-dealer system, submission of new accounts, creation and maintenance of client files.
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.F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.
Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BSMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:3Skills Required to Perform the Primary Responsibilities of this Position:Excellent project management
skillsExcellent communication skills, both written and
verbalExcellent organizational, analytical and interpersonal
skillsExcellent customer service
skillsAbility to use a personal computer and job-related
softwareMS Word - Basic
LevelMS Excel - Intermediate
LevelMS PowerPoint - Basic
LevelExperience in the investment industry, broker-dealer procedures, products, forms, systems and services.
Licensures/Certifications
Required to Perform the Primary Responsibilities of this Position:Life/Health and FINRA Series 7 and 63 & 65 or S66.Physical Requirements or
Work Conditions Beyond Traditional Office Work:
N/A
About Us
A culture of teamwork. A history of success.
As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers.
The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina.
Our consistent recognition as abest place to work
and
top workplace
by our own employees symbolizes the outstanding culture we represent
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To enroll you will need to create or sign into your candidate profile and select "job alerts".By enrolling in job alerts, you will receive email notifications as opportunities come available that match your selected interests.
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