Financial Advisor
$43.89kF.N.B. Corporation
Primary Office Location: 7475 Wisconsin Ave. Bethesda, Maryland. 20814. Position Title Financial Advisor Business Unit WM - FNIS Reports to Varies Based On Assignment Position Overview This position is primarily responsible for supporting the Bank’s business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer. Primary Responsibilities Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products. Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans. Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail. Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing. Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold. 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. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position 3 Skills Required to Perform the Primary Responsibilities of this Position Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Licensures/Certifications Required to Perform the Primary Responsibilities of this Position Life/Health and FINRA Series 7 and 63 & 65 or S66. Physical Requirements or Work Conditions Beyond Traditional Office Work N/A Compensation Grade COMMEXT Pay Range $43,888.00 - $43,888.00 Compensation Details FNB’s total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. Benefits Package FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO) It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace. A culture of teamwork. A history of success. Company Information As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent. #J-18808-Ljbffr
- ...About the Opportunity Our client, a leading national Registered Investment Advisor (RIA), is seeking an experienced Financial Advisor to join its growing wealth management team in Bethesda, Maryland, or the surrounding Washington, D.C. metropolitan area . This...SuggestedFull time
$43.89k
...75 Wisconsin Ave. Bethesda, Maryland. 20814. Join our team. Make a difference - for us and for your future. Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily...SuggestedWork at officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Advisor We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate...SuggestedWork experience placementWork at officeLocal area
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...Job Description About the Opportunity \n Our client, a leading national Registered Investment Advisor (RIA), is seeking an experienced Financial Advisor to join its growing wealth management team in Bethesda, Maryland, or the surrounding Washington, D.C. metropolitan...
$61k - $250k
Northwestern Mutual is seeking financial advisors in Bethesda, Maryland. This role offers a unique opportunity to help clients achieve their financial goals through personalized planning and services. The position allows flexibility as you build your practice while benefiting...- FNB Corporation in Bethesda, MD is seeking an Financial Advisor to support the bank’s wealth management goals. You will manage relationships with existing clients, pursue new business opportunities, and coordinate across Banking, Trust and Lending teams. The role requires...
- A leading financial services firm is seeking driven individuals to explore entrepreneurial opportunities. This role involves coaching in sales and finance, fostering community relationships, and developing tailored financial strategies for clients. Candidates should possess...
- ...strong referral networks and grow your business. Cultivating long-term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your business. Continuously enhancing your skill set through ongoing...Work experience placement
- Edward Jones in Bethesda, MD is seeking a Financial Advisor to build and grow a personal practice with support from a branch and home-office network. You will train, obtain licenses, and start with a compensation package that includes a supplemental starting salary range...Home office
- ...Financial Advisor – Sports & Wealth Management First Financial Group is expanding our financial advisory team and developing a growing initiative focused on the business of youth and amateur sports. We are looking for a Financial Advisor who wants to build a practice...Full time
$60k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...Institutions is looking for motivated and capable Financial Advisor with a book of business. With a strong focus on sales and customer...Full timeTemporary work- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an...Full time
$80k - $135k
...Salary: $70,000 - $85,000 + Potential Signing Bonus POSITION SUMMARY We seek a dedicated and knowledgeable Associate Financial Advisor to join our team at SCS in Bellevue, Washington. As an Associate Financial Advisor, you will be crucial in providing financial...Full timeContract workWork at officeWork visaRelocation package$70k - $250k
...and creating legacies. We empower our clients to achieve their financial goals through personalized strategies and industry-leading solutions... ...can thrive. Position Overview: As a Financial Advisor with Northwestern Mutual, you will help clients achieve their financial...Full timeFlexible hours- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Full timeWork at officeFlexible hours
$115k - $125k
...Wealth Manager/Financial Advisor – Wealth Management Firm Location: Olympia, WA Compensation: $115K - $125K Base (DOE) + Performance Incentives + Full Benefits We're hiring a Wealth Manager on behalf of our client—a growing wealth management firm based in Olympia...Full time$120k - $135k
...Financial Advisor – Succession Track & Hybrid Flexibility | Olympia, WA Ready to move beyond back-office planning or product-driven quotas and step into a lead advisory seat? We’re partnering with an established independent Registered Investment Adviser (RIA) in...Full timeWork at officeRemote workWork from homeRelocation packageFlexible hours$100 per hour
...Lead Financial Advisor | McLean, VA | Hybrid Compensation: Base salary in the high $100s–low/mid $200s + performance bonus + long-term equity/succession opportunity Ready to lead relationships, not just service them? We're hiring a Lead Financial Advisor on...Remote work- ...driven individuals who want more than just a job. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine... .... About the Role As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized...Full time
$60k - $80k
...Financial Advisor / Wealth Advisor – Independent Wealth Management & Financial Planning Firm Location: Olympia, WA (Onsite, with a satellite office in Lakewood, WA) Compensation: $60,000–$80,000 Base Salary + Revenue Share + Production Bonuses + Benefits We’re hiring...Full timeWork at office- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Full timeWork at officeFlexible hours
- Thorndale Partners is seeking an experienced Financial Advisor to join its wealth management team in Bethesda, Maryland, or the surrounding Washington, D.C. metropolitan area. Ideal candidates have 10+ years of client-relationship experience and a transferable book of business...
- Northwestern Mutual College Financial Representative internship offers hands-on exposure to building a financial planning practice while balancing class schedules. You will learn prospecting, meeting clients, and developing plans, with access to coaching, licensing support...Full timeInternship
- ...processes, policies, and people delivering value. Learn More About ProSidian Consulting at DescriptionProSidian Seeks a Financial Modeling Advisor | Project Finance & Credit Evaluation Support [DOE0064064] for Program Support on a Exempt 1099 Contract: No Overtime Pay...Full timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring...Work at office
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