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Wealth Management Advisor – Client & Cross-Sell
Job in
State College, Centre County, Pennsylvania, 16801, USA
Listed on 2026-02-16
Listing for:
First National Bank
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A reputable financial institution located in Centre County is seeking a Financial Advisor to support business plans through customer engagement and investment product sales. You will manage existing client relationships while actively pursuing new clients and ensuring compliance with all regulatory laws. Excellent customer service and management skills are essential for success. Relevant licenses required include Life/Health and FINRA Series 7, 63 & 65 or S66.
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