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Financial Services Professional

1 month ago

Mooresville, North Carolina, United States F.N.B. Corporation Full time
Job Title: Financial Advisor

This role is responsible for supporting the Bank's business plan and achieving established goals through customary activities, including outside calls to current and potential customers.

Key Responsibilities:
  • Manage and service existing clients and Bank customers, building stronger relationships by understanding their individual financial needs and providing suitable products.
  • Pursue the acquisition of new clients from internal referrals and external sources, selling various investment products.
  • Identify potential sales opportunities and act on them by initiating investment products with customers or referring them to other lines of business.
  • Develop and maintain client files, complete required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing, and review the work of licensed bankers for accuracy and compliance.
Requirements:
  • High School or GED
  • Minimum 3 years of job-related experience
  • Excellent management, communication, organizational, analytical, and interpersonal skills
  • Ability to use a personal computer and job-related software, including MS Word, Excel, and PowerPoint
  • Life/Health and FINRA Series 7 and 63 & 65 or S66 licensures
Work Environment:

This role is based in a traditional office setting with no physical requirements beyond that.

Equal Employment Opportunity:

FNB is an equal opportunity employer and does not discriminate against any employee or applicant based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran.