Financial Advisor

Adams Twp 6999 Crider Road Mars, PA 16046, USA

As a Financial Advisor with First Commonwealth, your primary focus is to advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their needs. With a sense of urgency you work to collect and analyze income, assets and debts in order to help clients meet future financial goals. Your clients’ financial goals are what drive you because you know your work changes people’s lives.

You take your responsibilities seriously and dutifully stay abreast of regulatory and compliance changes that affect the industry. You own your prospecting efforts and develop leads by coaching and training bank partners, including the staff in the Financial Solutions Centers you support. You also generate business through self-sourced marketing and sales activities.

• Advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their needs while achieving targeted goals within an assigned territory.
• Deliver an advice-led financial planning sales process to augment sales opportunities and improve upon performance results.
• Work with a sense of urgency to collect and analyze income, assets and debts in order to help clients meet future financial goals.
• Manage existing client relationships to ensure advice and solutions respond to changes in the client’s life; deepen and lengthen those relationships, and identify opportunities to cross‑sell solutions from other lines of business.
• Own prospecting efforts and develop leads by coaching and training bank partners, including the staff in the Financial Solutions Centers you support.
• Generate business through self‑sourced marketing and sales activities by developing relationships with prospects such as those:
  • Referred by FCB employees
  • Generated through personal contacts
  • Generated through cold calling
• Determine prospect needs for financial services and products by collecting information, analyzing income, assets and debts. Sell and service products that are most appropriate for each client.
• Help clients/prospects achieve greater financial confidence by referring them to partners and other lines of business such as:
  • IM&T for institutional product sales
  • Financial Solutions Center staff for loan and deposit products
  • FCIA for advanced life/business life, employee benefits, and property & casualty insurance
• Assist Brokerage Support in developing sales and/or provide problem resolution support when necessary.
• Coordinate with Brokerage Sales Manager and Program Manager to develop and track sales and activity goals and results.
• Maintain records of sales activities and customer contacts and successfully attain performance targets identified by management.
• Participate in training sessions, sales meetings, and client builder reporting meetings.
• Stay abreast of regulatory and compliance changes that affect the industry.
• Continuously assess dynamics of assigned territory for strategic threats and opportunities.

• A bachelor’s degree in Business or a related field or equivalent experience, preferred.
• A minimum of five (5) years of financial sales experience, preferred. Trustworthiness and the ability to make sound decisions even while working at a faster than average pace.
• Current Series 7/63 and Life, Accident & Health licensing required. Must obtain Series 65 or 66 within 90 days of hire.
• Demonstrated success in financial sales, excellent communication, organizational, mathematical and analytical skills; friendliness, outgoing nature and the ability to connect with people quickly.
• Technological savvy including above average working knowledge of Microsoft Word, Excel and PowerPoint.
• A valid driver’s license and the ability to travel are required.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.