Investment Advisor II - AVP

Orrstown Bank•Carlisle, PA

About The Position

The Investment Advisor serves as primary relationship advisor to wealth clients. This role is responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Orrstown Financial Advisor solutions.

Requirements

Bachelor’s degree in finance or related discipline with specialized training in sales
5 years’ experience selling Trust or Investment Services
Excellent mathematical and analytical skills
High level of attention to detail while pursuing quality in accomplishing tasks and ensuring timeliness of work
Proficient reading, verbal and written communication, computer and interpersonal relations skills
Competent working knowledge of Word, Excel, PowerPoint
Strong working knowledge of Trust Account administration and financial market and economic principles

Nice To Haves

Chartered Financial Analyst (CFA) candidate preferred or willingness to pursue CFA designation or other advanced designation

Responsibilities

Develop new business working with business partners to cultivate referrals
Performs administration of various types of investment accounts
Prepare and provide periodic management reports as requested
Administer investment and relationship management for assigned accounts
Interface with the Bank’s Center of Influence (COI), including members of the Board of Directors, Presidents Advisory Councils and community professionals
Organize and conduct seminars in accordance with the Orrstown Financial Advisors Marketing Plan
Serve on assigned departmental operating committees