Financial Advisor

2 days ago

Harrisburg, United States First National Bank Of Pennsylvania Full time
Primary Office Location:409 North 2nd Street. Harrisburg, Pennsylvania. 17101.Join our team. Make a difference - for us and for your future.

n


Do not wait to apply after reading this description a high application volume is expected for this opportunity.

Position Title: Financial Advisor

Business Unit: WM - FNIS

Reports to: Varies Based on Assignment

Position Overview:

This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer.

Primary 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. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products.

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. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail.

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.

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:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

3

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

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


Equal Employment Opportunity (EEO):

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

  • Financial Advisor

    5 months ago

    Harrisburg, United States Cetera Investment Services LLC Full time

    Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio,...

  • Financial Advisor

    2 days ago

    harrisburg, United States Cetera Investment Services LLC Full time

    Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio,...

  • Financial Advisor

    3 months ago

    Harrisburg, United States Cetera Investment Services LLC Full time

    Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio,...

  • Financial Advisor

    4 weeks ago

    harrisburg, United States Cetera Investment Services LLC Full time

    Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio,...

  • Financial Advisor

    4 months ago

    Harrisburg, United States First National Bank of Pennsylvania Full time

    Primary Office Location: 409 North 2nd Street. Harrisburg, Pennsylvania. 17101. Join our team. Make a difference - for us and for your future. n Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for supporting the Bank's business plan and established...

  • Financial Planning Assistant

    4 weeks ago

    Harrisburg, Pennsylvania, United States 1st Choice Financial Services Full time

    Financial Planning AssistantAre you passionate about helping people achieve their financial goals? Do you have an eye for detail and a knack for working with numbers? 1st Choice Financial Services in Camp Hill, PA, is seeking a Financial Planning Assistant to support our team of advisors to guide our clients toward a secure and prosperous future.Key...

  • Financial Planning Assistant

    24 hours ago

    Harrisburg, Pennsylvania, United States 1st Choice Financial Services Full time

    Launch a Successful Career in Financial ServicesThis is an exciting opportunity to join 1st Choice Financial Services as a Financial Planning Assistant and support our team of advisors in guiding clients toward a secure and prosperous future.Key Responsibilities:Support financial advisors by preparing financial plans and analyses, gathering client data, and...

  • Associate Financial Advisor

    4 days ago

    Harrisburg, Pennsylvania, United States Modern Woodmen Full time

    About the RoleWe are seeking a highly motivated and results-driven Associate Financial Advisor to join our team at Modern Woodmen. As a key member of our organization, you will play a vital role in delivering exceptional financial solutions to our clients and helping them achieve their long-term goals.Key ResponsibilitiesDevelop and implement personalized...

  • Financial Planning Assistant

    4 weeks ago

    harrisburg, United States 1st Choice Financial Services Full time

    Looking for a career that makes a difference? This is your opportunity to launch a successful career in financial services.Are you passionate about helping people achieve their financial goals? Do you have an eye for detail and a knack for working with numbers? 1st Choice Financial Services in Camp Hill, PA, is seeking a Financial Planning Assistant to...

  • Financial Planning Assistant

    4 weeks ago

    Harrisburg, United States 1st Choice Financial Services Full time

    Looking for a career that makes a difference? This is your opportunity to launch a successful career in financial services.Are you passionate about helping people achieve their financial goals? Do you have an eye for detail and a knack for working with numbers? 1st Choice Financial Services in Camp Hill, PA, is seeking a Financial Planning Assistant to...

  • Financial Planning Assistant

    4 weeks ago

    Harrisburg, United States 1st Choice Financial Services Full time

    Looking for a career that makes a difference? This is your opportunity to launch a successful career in financial services.Are you passionate about helping people achieve their financial goals? Do you have an eye for detail and a knack for working with numbers? 1st Choice Financial Services in Camp Hill, PA, is seeking a Financial Planning Assistant to...

  • Financial Planning Assistant

    2 days ago

    harrisburg, United States 1st Choice Financial Services Full time

    Looking for a career that makes a difference? This is your opportunity to launch a successful career in financial services.Are you passionate about helping people achieve their financial goals? Do you have an eye for detail and a knack for working with numbers? 1st Choice Financial Services in Camp Hill, PA, is seeking a Financial Planning Assistant to...

  • Financial Planning Assistant

    1 week ago

    Harrisburg, United States 1st Choice Financial Services Full time

    Looking for a career that makes a difference? This is your opportunity to launch a successful career in financial services.Are you passionate about helping people achieve their financial goals? Do you have an eye for detail and a knack for working with numbers? 1st Choice Financial Services in Camp Hill, PA, is seeking a Financial Planning Assistant to...

  • Financial Planning Assistant

    2 days ago

    harrisburg, United States 1st Choice Financial Services Full time

    Looking for a career that makes a difference? This is your opportunity to launch a successful career in financial services.Are you passionate about helping people achieve their financial goals? Do you have an eye for detail and a knack for working with numbers? 1st Choice Financial Services in Camp Hill, PA, is seeking a Financial Planning Assistant to...

  • Office Administrator

    4 weeks ago

    Harrisburg, United States Advisor Employee Services Full time

    Office AdministratorAre you looking for an opportunity to utilize superior client service skills? We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established retirement planning firm.Our growing financial firm in Harrisburg, PA is seeking to add an Office Administrator to...

  • Financial Advisor

    2 days ago

    Harrisburg, United States First National Bank Of Pennsylvania Full time

    Primary Office Location:1650 Crooked Oak Drive Suite 320. Lancaster, Pennsylvania. 17601.Join our team. Make a difference - for us and for your future.nScroll down for a complete overview of what this job will require Are you the right candidate for this opportunityPosition Title: Financial AdvisorBusiness Unit: WM - FNISReports to: Varies Based on...

  • Tax Advisor

    17 hours ago

    Harrisburg, Pennsylvania, United States H&R Block Full time

    Job Title: Block Advisors Tax AdvisorAt H&R Block, we're looking for a skilled Tax Advisor to join our team. As a Tax Advisor, you'll work with clients to provide tax preparation, tax audit support, and tax planning services year-round.Key Responsibilities:Build year-round client relationshipsProvide tax preparation, tax audit support, and tax planning...

  • Financial Advisor

    5 days ago

    Harrisburg, Pennsylvania, United States Flagstar Bank, N.A. Full time

    Job Title: Financial ConsultantFlagstar Bank, N.A. is seeking a highly motivated and experienced Financial Consultant to join our team. As a Financial Consultant, you will be responsible for retaining and expanding company relationships, soliciting new retail Investment and Insurance business, and advising and assisting customers in optimizing their...

  • Financial Services Professional

    3 weeks ago

    Harrisburg, Pennsylvania, United States First National Bank of Pennsylvania Full time

    Job Title: Financial AdvisorAt First National Bank of Pennsylvania, we are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in supporting the Bank's business plan and achieving established goals.Key Responsibilities:Manage and service existing clients and Bank customers, building stronger...

  • Financial Services Professional

    2 weeks ago

    Harrisburg, Pennsylvania, United States First National Bank of Pennsylvania Full time

    Job Title: Financial AdvisorAt First National Bank of Pennsylvania, we are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in supporting the Bank's business plan and achieving established goals.Key Responsibilities:Manage and service existing clients and Bank customers, building stronger...