
financial advisor
Harrisburg, PAJobSeen todaySeen in employer's feed today
Most applications go out cold — see where you stand first. No sign-up to start.
Watch jobs like this. New roles like this one near Harrisburg, PA, by email.
Don't just apply. Show up ready.
Olive works from this exact posting.
At a glance
Olive lists jobs from US employers, including remote roles you can work from the United States.
Requirements
Credentials this posting asks for.
Job overview
The Financial Advisor supports the Bank’s business plan and goals by serving existing customers and acquiring new clients. The role identifies investment opportunities, refers customers to other business lines, and supports Associate Financial Advisors’ development. It also requires maintaining client files, completing continuing education and licensing, and reviewing licensed bankers’ work for accuracy, completeness, and regulatory compliance.
Skills & qualifications
Skills
Qualifications
Full job description
Primary Office Location: 409 North 2nd Street. Harrisburg, Pennsylvania. 17101. Join our team. Make a difference - for us and for your future. n 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. It is the policy of F.N.B. Corporation and its affiliates not to discriminate against any employee or applicant for employment because of his or her race, color, religion, s x, sexual orientation, gender identity, national origin, or because he or she is an individual with a disability or disabled veteran, Armed Forces service metal veteran, recently separated veteran, or active duty wartime or campaign badge veteran. F.N.B. Corporation and its affiliates provide all applicants and employees a discrimination and harassment free workplace. Please Visit following page for important legal disclosures and information: https://www.fnb-online.com/disclosures
Similar jobs, posted recently
Open roles like this one, listed in the last 30 days.
Financial Operations LiaisonDefense Logistics Agency · New Cumberland Defense Logistics Center, PA · $71–111K/yrPosted 6 days agoPosted 6 days ago
Financial Institution Intern (Risk Management)Federal Deposit Insurance Corporation · Harrisburg, PA · $53–69K/yrPosted 2 days agoPosted 2 days ago
Senior Life Sciences Knowledge Engineer (Financial Focus)Norstella · Remote · USPosted 4w agoPosted 4w agoFinancial Administration Specialist - Database ManagerImmediate Office of the Assistant Secretary for Human Resources and Administration · Lebanon, PA · $63–82K/yrPosted 1 day agoPosted 1 day ago
Financial Services Sales Assistant - Harrisburg, PAMid Penn Bank · Harrisburg, PA
You've read the whole posting — now see how you match it.