Wealth Advisor

Company Description

First United Bank & Trust is a community-focused financial institution offering personalized solutions for both personal and business customers. Headquartered in Oakland, Maryland, First United serves communities across Maryland, West Virginia, and neighboring areas of Pennsylvania. As a full-service financial institution, it provides a wide range of products including deposits, loans, trust, and insurance services. With over $1 billion in assets and nearly 30 locations, the bank is dedicated to enhancing the financial well‑being of its customers and fostering strong community relationships.

The Wealth Advisor is a full-time, on‑site position located in Morgantown, WV. In this role, you will actively engage with clients to understand their financial goals and provide expert guidance on financial planning, retirement planning, investments, and wealth management services. Key responsibilities include developing tailored financial strategies, managing client portfolios, and regularly reviewing financial plans to ensure they align with client objectives.

You will collaborate with internal teams and stay informed about industry trends to deliver optimal solutions tailored to client needs. Building long‑term, trusted relationships with clients is integral to this role.

• Strong expertise in Financial Planning and Retirement Planning
• Knowledge in Investments and general Finance principles
• Experience in Wealth Management Services
• Excellent interpersonal, communication, and relationship‑building skills
• Ability to stay informed about financial industry trends and regulations
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Appropriate certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly desirable