Financial Advisor
First National Bank
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. 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.
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
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.
$100k - $150k
...Financial Advisor Job Description: Financial Advisor $ 100,000 - $150,000 [Could be Higher depending on Portfolio] Needs in several offices- NY/NJ; Florida; Phila; Pittsburgh. We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals...SuggestedTemporary work$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- ...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 impact...Suggested
$20 per hour
...Financial Services Representative Your mission be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller...SuggestedHourly payImmediate startMonday to Friday- ...Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our south territory of Pittsburgh. The successful candidate will have the opportunity to work with an untouched customer base that has untapped referral potential! The Investment...Suggested
- ...Financial Services Representative Your Mission Be the face of Clearview as you help members reach their financial goals! From opening... ...experience ~2 years of experience in a Financial Experience Advisor / Relationship Banker role ~ Certified and experienced NMLS preferred...Immediate startMonday to FridayNight shift
- ...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
- ...Purpose - and the Independence to Shape It At MassMutual Pittsburgh, we believe the best careers are built, not handed out. Our Financial Advisor Development Program is designed for driven graduates who want the freedom to grow their own practice - with the training,...
$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$100k - $120k
...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and...- ...the ability to build strong relationships with members. Responsibilities include vault and keyholder duties, educating members on financial products, and representing Clearview at community events. Join a supportive environment where you can make a genuine impact on members...
- ...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 impact...
- ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Temporary workWork at officeMonday to FridayShift workDay shift
- ...During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: Financial advisory Sales specialist Product Support Sales operations and analytics Patient Services Get the skills and...InternshipMonday to Friday
- ...Financial Advisor Summary: Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and...Temporary workWork at officeRemote workWork from homeFlexible hours
- ...on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. Essential... ...goals. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service....Work at office
- ...Senior Financial Planner/Advisor At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment...Work at office
- ...Our Wealth Management Program provides guidance to our clients in the pursuit of their financial goals and to give exceptional client service that goes above and beyond their expectations. The Client Services Assistant ensures this vision by supporting Investment Executives...Work at office
- ...will accept four (4) years of commensurate experience in lieu of the education requirement below. Position Title: Associate Financial Advisor Business Unit: WM - FNIS Reports to: Senior Financial Advisor Position Overview: The AFA could be partnered...Work at office
- ...Fellow Advisor, Do you feel unappreciated? Are your ideas not taken seriously? Are tired of making your bosses rich instead... .... I have developed a process to help Gen X get on track financially. They have so many competing goals. They have so many planning...Full timeRemote workWork from homeFlexible hours
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors...Full timeTemporary workPart timeWork experience placementWork at office
$20 per hour
...Traveling Financial Experience Advisor RATE OF PAY $20 PER HOUR Make a Difference – For Our Members and Our Communities! At Clearview, we're more than a credit union—we're a community! Join Clearview as a Traveling Financial Experience Advisor and become a trusted...Hourly payFlexible hours- ...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$85k
...Job Description Job Description FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career... ...working on group projects *** Financial Representative | Financial Advisor | Wealth Management Advisor *** About Northwestern Mutual:...Full timeWork experience placement$18.39 per hour
...Financial Aid Representative (Reg FT) Employment Type: Regular Full-Time Department: Financial Aid Campus: North 1115 Salary Grade: SEIU E - $18.39 Remote Work Option: Fully In-Person (May be subject to change) Work Hours: Standard college hours are Monday...Full timeTemporary workPart timeWork experience placementSummer workWork at officeRemote workMonday to FridayFlexible hoursAfternoon shift- ...Financial Aid Counselor Analyzes applicant financial aid information, selects candidates, and determines awarded financial aid. Assists in financial aid policy preparation and in applications for government loan program federal funds. Conducts applicant interviews and...Full timeWork at officeRemote workRelocationVisa sponsorshipFree visaMonday to FridayWeekend workDay shiftAfternoon shift
- ...Financial Planning & Analysis Advisor Provides technical direction, project leadership, and coordination of effort among financial work groups for analysis of diverse business proposals, development of business plan/strategic plan and on-going financial technical advice...Relocation packageShift work
- ...Inpatient Financial Counseling Specialist Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive...Local areaRemote workNight shiftWeekend work
- Clearview Federal Credit Union in Bridgeville is seeking a dedicated team member to assist members in reaching their financial goals. This role involves performing vault duties, educating members about financial products, and fostering strong relationships. Candidates should...
$20 - $25 per hour
...Financial Representative Volt is immediately hiring for a Financial Representative in Pittsburgh PA. As a Financial Representative you will: Assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an...Hourly payFull timeContract workTemporary workWork experience placementWork at officeImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- finance associate Pittsburgh, PA
- financial advisor development program Pittsburgh, PA
- financial planner cfp Pittsburgh, PA
- financial advisor part time Pittsburgh, PA
- financial planning administrator Pittsburgh, PA
- strategic finance associate Pittsburgh, PA
- financial planning assistant Pittsburgh, PA
- financial associate Pittsburgh, PA
- estate planning consultant Pittsburgh, PA
- associate leveraged finance Pittsburgh, PA



