Financial Advisor

Primary Office Location

7475 Wisconsin Ave. Bethesda, Maryland. 20814.

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.
• 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.

Risk Management

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.

Skills Required

• 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: Life/Health and FINRA Series 7 and 63 & 65 or S66.

Physical Requirements or Work Conditions

Beyond Traditional Office Work: N/A

Compensation

Pay Range: $43,888.00 - $43,888.00

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.

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.

EEO Statement

FNB provides all applicants and employees a discrimination and harassment free workplace.