Associate Financial Advisor

Primary Office Location

1291 South Main Street.
Greensburg, Pennsylvania. 15601.

Position Title

Associate Financial Advisor

Business Unit

WM - FNIS

Reports to

Senior Financial Advisor

Position 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.
• Makes presentations to clients independently or jointly, if aligned with a Financial Advisor.
• Serves as liaison between the branch and the Financial Advisor.
• Works with the branch to develop and implement referral strategies.
• 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.

Physical Requirements Or Work Conditions Beyond Traditional Office Work

N/A

Skills Required to Perform the Primary Responsibilities of this Position

• Excellent project 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
• Experience 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.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position

BA or BS

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position

3

Equal Employment Opportunity (EEO)

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.