Associate Financial Advisor - Hollidaysburg, PA
Company: First National Bank of Pennsylvania
Location: Hollidaysburg
Posted on: October 23, 2024
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Job Description:
Primary Office Location:224 Allegheny Street. Hollidaysburg,
Pennsylvania. 16648.Join our team. Make a difference - for us and
for your future.nPosition Title: Associate Financial
AdvisorBusiness Unit: WM - FNISReports to: Senior Financial
AdvisorPosition Overview:The AFA could be partnered with a
Financial Advisor(s) or work independently. This position is
primarily responsible for prospecting and scheduling of potential
clients, working on referral initiatives within the market and with
current clients, working on marketing and campaign activities
within the market, establishing and maintaining accounts current to
prospective clients and assisting in the overall support needed to
achieve targeted revenue goals of the territory. The incumbent
provides the highest quality of service and advice to every
customer.Primary Responsibilities:Handles routine transactions and
account relationships independently or in support of the assigned
Financial Advisor. Responsible for routine sales duties. If aligned
with a Financial Advisor, would also provide high end support
functions to enhance the Financial Advisor's revenue producing
abilities.Manages and services existing clients and builds stronger
customer relationships by learning their individual financial
needs. Works to achieve revenue and Assets Under Management goals
as assigned.Serves as primary Financial Advisor at assigned
branches qualifying referrals from those branches and handling
routine transactions. Consults with their manager or assigned
Financial Advisor on unfamiliar and more advanced situations and
transactions.Identifies additional cross-sell opportunities within
client's portfolio. Utilizes financial planning tools available to
identify client goals and objectives and track progress.Meets with
clients independently or jointly, if aligned with a Financial
Advisor. Responsible for referrals from branches, referral training
in branches, and any direct mail campaigns or marketing
initiatives. Interacts independently with customers regarding
service issues and provides advice within the scope of authority
and abilities. May be responsible for performing administrative
tasks in conjunction with processing financial transactions and
client service including but not limited to verification of orders
entered on broker-dealer system, submission of new accounts,
creation and maintenance of client files. 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:BA or BSMinimum # of
Years of Job Related Experience Required to Perform the Primary
Responsibilities of this Position:3Skills Required to Perform the
Primary Responsibilities of this Position:Excellent project
management skillsExcellent communication skills, both written and
verbalExcellent organizational, analytical and interpersonal
skillsExcellent customer service skillsAbility to use a personal
computer and job-related softwareMS Word - Basic LevelMS Excel -
Intermediate LevelMS PowerPoint - Basic LevelExperience in the
investment industry, broker-dealer procedures, products, forms,
systems and services.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/AEqual 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.
Keywords: First National Bank of Pennsylvania, Altoona , Associate Financial Advisor - Hollidaysburg, PA, Accounting, Auditing , Hollidaysburg, Pennsylvania
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