Financial Advisor

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Regular Full Time New Brunswick, NJ, US

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Advisor to serve our clients and prospects in our New Jersey region.

We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.

The Financial Advisor helps customers assess their financial position and risk tolerance in order to build a financial plan. This individual enhances customer relationships and helps customers achieve their financial goals. In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment and insurance products while strictly adhering to corporate and regulatory guidelines.

• Grows and supports our employer-sponsored retirement plan business, with a primary focus on 401(k) plans.
• Provides advisory guidance to plan sponsors and individual participants, ensuring plans are compliant, competitive, and aligned with organizational and employee readiness goals.
• Works closely with employers, HR leaders, and participants to deliver education, investment guidance, enrollment support, and ongoing plan service.
• Attends organizational sales meetings and conducts training as needed to help educate other business lines about wealth management products, services, and solutions.
• Maintains an active role in community affairs to improve visibility in the area; serves on various civic committees to increase community involvement.
• Shares information with others that may benefit from his/her expertise.
• Contacts customer referral from business partners within 24 hours and solicits new business from prospective customers and COIs.
• Attains and submits all required documents for each sale to Osaic and/or investment company promptly.
• Attends Osaic compliance meetings. Maintains a thorough knowledge of the features and benefits of all products and services in order to ascertain customer needs and to sell in conjunction with these needs.
• Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis.
• Responds to inquiries relating to his/her particular area, or to requests from other personnel, customers, etc., within given time frames and within established policy.
• Attends Osaic or Company sponsored training and seminars.
• Actively seeks and engages in learning and development opportunities to ensure peak performance.
• Coordinates specific work tasks with other personnel within the division as well as with other departments in order to ensure the smooth and efficient flow of information.
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness.
• Enhances customer relationships and improves profitability through the sales of retail non-deposit Investment and Insurance products within a defined market territory as follows:
  • Gathers necessary information and conducts customer…