Financial Advisor

4 weeks ago

Harrisburg, United States F.N.B. Corporation 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 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

    1 month 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 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

    1 week ago

    Harrisburg, United States Airswift Full time

    About the Company - We are looking for a Financial Advisor to work for one of our clients, an Investment Advisory Firm.About the Role - The Financial Advisor will be responsible for managing an already existing portfolio of clients, and will be expected to grow the portfolio.ResponsibilitiesSolid experience in the investment advisory industry.In-depth...

  • Financial Advisor

    3 weeks 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.nPosition Title: Financial AdvisorBusiness Unit: WM - FNISReports to: Varies Based on AssignmentPosition Overview:This position is primarily responsible for supporting the Bank‘s business plan and established goals...

  • Financial Advisor

    3 weeks ago

    Harrisburg, PA, 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,...

  • Airswift | Financial Advisor | harrisburg, pa

    1 week ago

    harrisburg, United States Airswift Full time

    About the Company - We are looking for a Financial Advisor to work for one of our clients, an Investment Advisory Firm.About the Role - The Financial Advisor will be responsible for managing an already existing portfolio of clients, and will be expected to grow the portfolio.ResponsibilitiesSolid experience in the investment advisory industry.In-depth...

  • Financial Planning Assistant

    1 month 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 month 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 months 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 Advisor

    4 weeks ago

    Harrisburg, United States First National Bank 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. 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...

  • Brokerage Client Services Associate

    3 weeks ago

    Harrisburg, United States Fulton Financial Full time

    Provides high quality operational support to Financial Advisors and their clients, as well as other team members. Full-time hybrid role located at our Locust Court location in Harrisburg, PA. Hybrid schedule is 4 days in the office and 1 day work fro Client Service, Brokerage, Financial Advisor, Associate, Broker, Client Relations, Banking

  • Financial Planning Assistant

    3 weeks ago

    Harrisburg, PA, 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...

  • Brokerage Client Services Associate

    3 weeks ago

    Harrisburg, United States Disability Solutions Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Mortgage Loan Processor

    6 days ago

    Harrisburg, United States Foote Capital Mortgage Company Full time

    Overview: The primary function of the Loan Processor is to ensure the timely and accurate packaging of all loans originated by their corresponding team of mortgage advisors for submission to the underwriting team. The Loan Processor will also be the primary point of contact that connects and coordinates with the mortgage advisors, borrowers,...

  • Mortgage Loan Processor

    1 week ago

    Harrisburg, United States Foote Capital Mortgage Company Full time

    Overview:The primary function of the Loan Processor is to ensure the timely and accurate packaging of all loans originated by their corresponding team of mortgage advisors for submission to the underwriting team. The Loan Processor will also be the primary point of contact that connects and coordinates with the mortgage advisors, borrowers,...

  • Mortgage Loan Processor

    1 week ago

    Harrisburg, United States Foote Capital Mortgage Company Full time

    Overview:The primary function of the Loan Processor is to ensure the timely and accurate packaging of all loans originated by their corresponding team of mortgage advisors for submission to the underwriting team. The Loan Processor will also be the primary point of contact that connects and coordinates with the mortgage advisors, borrowers,...

  • SAP Financial Consultant

    3 weeks ago

    Harrisburg, PA, United States ATC Full time

    Top Skills:SAP Financials (TRM preferred)Web-Based Testing – Customer Facing InteractionTest Planning, Test Execution, Defect Tracking, Requirement AnalysisTest Tools: SolMan Test Suite, HPALM, TFS, RQM, or any QA tracking toolsAutomation Testing: Preferred experience in automation testing.Description:This position will function as the Test Analyst for...

  • Nurse Practitioner

    1 month ago

    Harrisburg, Pennsylvania, United States Homeland Center Full time

    About the RoleWe are seeking a compassionate and skilled Nurse Practitioner to join our team at Homeland Center. As a key member of our interdisciplinary team, you will provide high-quality patient care and support to individuals and their families during a significant part of their life journey.ResponsibilitiesPerform patient medical examinations and...

  • Nurse Practitioner

    1 month ago

    Harrisburg, Pennsylvania, United States Homeland Center Full time

    Palliative Care Nurse Practitioner OpportunityWe are seeking a compassionate and experienced Nurse Practitioner to join our team at Homeland Center. As a Palliative Care Nurse Practitioner, you will provide direct support to patients and their families during a significant part of their life journey.About the Role:Provide medical care services and palliative...

  • Fusion Solutions, LLC | Construction Project Manager | harrisburg, pa

    1 week ago

    harrisburg, United States Fusion Solutions, LLC Full time

    Fusion Solutions is looking for a Field Performance Advisor for Ericsson in Harrisburg, Pennsylvania . Project starts in November and will last for 3 years. Fusion offers full suite of standard benefits with health, dental, vision, 401k (we match), short-term and long-term disability and life insurance. We also run a weekly payroll where you get paid every...