Investment Advisor II - AVP

8b9bf0bb-65c0-4afa-bfe7-86a113592b54•Manheim Township, PA

21h

About The Position

The Investment Advisor serves as the primary relationship advisor to wealth clients. The role develops and deepens client relationships through needs-based, high-level client service and delivery of the full suite of Orrstown Financial Advisor solutions. The position also develops new business, administers investment accounts, provides management reports, and manages investment and client relationships for assigned accounts.

Requirements

Bachelor’s degree in finance or a related discipline, with specialized training in sales.
Five years’ experience selling Trust or Investment Services.
Possess appropriate securities and insurance licenses, or be willing to attain them.
Excellent mathematical and analytical skills.
High attention to detail, with a focus on quality and timeliness.
Proficient reading, verbal and written communication, computer, and interpersonal relations skills.
Competent working knowledge of Word, Excel, and PowerPoint.
Strong working knowledge of Trust Account administration and financial market and economic principles.

Nice To Haves

CFA candidate preferred, or willingness to pursue the CFA designation or another advanced designation.

Responsibilities

Develop new business by working with business partners to cultivate referrals.
Perform 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, 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.