Associate Financial Advisor

First National Bank Of Pennsylvania•Hollidaysburg, PA

About The Position

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.

Requirements

BA or BS
3 years of job related experience
Excellent project 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
Experience in the investment industry, broker-dealer procedures, products, forms, systems and services.
Life/Health and FINRA Series 7 and 63 & 65 or S66.

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.