Virtual Financial Advisor

First National Bank (FNB Corp.)•Monroeville, PA

66d

About The Position

The Virtual Financial Advisor (VFA) is responsible for transitioning clients with lower total invested assets from advisors' books of business to own rep code. The VFA will work to further develop the relationship by learning a client's individual financial needs and supplying appropriate investment products and services. This position is responsible for all functions of Investment Services for assigned accounts. The VFA should be client centric and enjoy developing mutually beneficial relationships with a wide variety of clients. Most client interaction will be virtual.

Requirements

Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
FINRA Registration Series 7, 63 & 65 or Series 7 & 66
Life & Health Insurance License
BA or BS
3 years of job related experience

Nice To Haves

BA or BS preferred
Must be comfortable working in an online environment
Demonstrated sales and client discovery process

Responsibilities

Act as main contact in a sales and service capacity for phone assigned clients, ensuring a heightened level of customer service. Maintaining superior and courteous service to promote broker dealer relationship and expand wallet share within customer relationships.
Collect and analyze information regarding the client risk tolerance, long- and short-term goals, income, assets, investments, and debts; determine which products best meet the client needs and circumstances. Advise the client regarding the advantages, risks, and disadvantages of different investment opportunities.
Execute book of business transactions. Prepare and complete paperwork as needed. Enter trades for clients. Prepare client illustrations, managed portfolios, reports, etc. for sales presentations and appointments.
Operate within Broker Dealer Compliance guidelines. Maintain client files. Follow Broker Dealer standards to enter and keep client communication notes current in Broker Dealer operating platform and FNBIS CRM system.
Develop and maintain deep product knowledge. Contact various product partners to obtain specific information regarding investments, annuity contracts and advisory accounts.
Complete, process and perform appropriate follow up for all documentation required for new business and account servicing.
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.

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