Wealth Advisor

Wealth Advisor

Hot Job

Main Office Newtown - Newtown, PA 18940

Overview

Position Type Full Time Education Level 4 Year Degree Category Finance

Description

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? Excellent benefits including: 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 Location: Newtown, PA 18940 Hours Monday - Friday 8:30a.m. - 5:00p.m.

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.

Qualifications

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. Successful completion of trust school or equivalent preferred. To perform this job successfully, an individual must possess a willingness to attend seminars and conferences pertinent to the department.