Wealth Advisor

THE FIRST NATIONAL BANK AND TRUST C • Newtown, PA

26d • Onsite

About The Position

The First is dedicated to helping our employees grow in their careers and we offer a variety of opportunities for success. We invest in the communities we serve and actively encourage our employees to participate in charitable and community events and organizations. If you are friendly, professional, like to help people, and want to build a lasting career in banking, why not Make The First Your Future? Summary: The primary function of this role is to independently manage client portfolios including financial planning, investments, compliance, and problem resolution. Provides timely and professional service to Wealth Management clients. Defines client objectives; designs and implements portfolios; purchases and sells securities; prepares and performs asset reviews for client; plans recommended portfolio changes; discusses recommendations with clients. Manages portfolios for all types of trusts, dealing directly with beneficiaries, guardians, attorneys, Attorneys-In-Fact, tax professionals, and others. Interprets wills, trusts, and other documents. Achieves strategic wealth management goals, initiatives, and objectives. Continuously builds and maintains professional relationships with clients and potential clients. Utilizes sales tools and investment knowledge to increase new business for the Wealth Management Group. Maintains expert knowledge of available products and services which may benefit the client. Performs follow-up customer service to ensure clients are fully satisfied and understand products. Ensures synergy between Wealth Management division and employees, back-office departments and the branch network to generate new business and a successful referral source. Pursues and follows up on referrals as appropriate. Promotes goodwill and generates new business for the Bank by maintaining an active and viable role in appropriate organizations. Participates in civic activities during and after normal banking hours of operation to promote growth and development in the community and creates a positive image for the bank. Represents the bank at designated functions as requested. Maintains expert knowledge and awareness of current economic conditions, especially the capital markets. Adheres to banking regulations and compliance standards, maintaining the highest level of integrity and confidentiality. Abides by all aspects of First National Bank’s policies and procedures, and applicable laws and regulations. Completes other duties that may be assigned.

Requirements

• Education: Bachelor’s degree from four-year college or university, preferably in Economics, Finance or Business Administration.
• Certificates, Licenses, Registrations: CFP/CFA or equivalent including the continuing education credits to maintain such certification.
• To perform this job successfully, an individual must possess a willingness to attend seminars and conferences pertinent to the department.

Nice To Haves

• Successful completion of trust school or equivalent preferred.

Responsibilities

• Independently manage client portfolios including financial planning, investments, compliance, and problem resolution.
• Provide timely and professional service to Wealth Management clients.
• Define client objectives; designs and implements portfolios; purchases and sells securities; prepares and performs asset reviews for client; plans recommended portfolio changes; discusses recommendations with clients.
• Manage portfolios for all types of trusts, dealing directly with beneficiaries, guardians, attorneys, Attorneys-In-Fact, tax professionals, and others.
• Interpret wills, trusts, and other documents.
• Achieve strategic wealth management goals, initiatives, and objectives.
• Continuously build and maintain professional relationships with clients and potential clients.
• Utilize sales tools and investment knowledge to increase new business for the Wealth Management Group.
• Maintain expert knowledge of available products and services which may benefit the client.
• Perform follow-up customer service to ensure clients are fully satisfied and understand products.
• Ensure synergy between Wealth Management division and employees, back-office departments and the branch network to generate new business and a successful referral source.
• Pursue and follow up on referrals as appropriate.
• Promote goodwill and generates new business for the Bank by maintaining an active and viable role in appropriate organizations.
• Participate in civic activities during and after normal banking hours of operation to promote growth and development in the community and creates a positive image for the bank.
• Represent the bank at designated functions as requested.
• Maintain expert knowledge and awareness of current economic conditions, especially the capital markets.
• Adhere to banking regulations and compliance standards, maintaining the highest level of integrity and confidentiality.
• Abide by all aspects of First National Bank’s policies and procedures, and applicable laws and regulations.
• Complete other duties that may be assigned.

Benefits

• Company paid pension
• 401(k) - The First contributes an amount equal to 3% of the employees compensation
• Paid holidays and vacation days
• Company provided medical insurance, with the potential for the bank to pay 100% of the premium
• Supplemental dental, medical and vision benefits
• Company provided life insurance
• Education reimbursement
• Free banking services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level