Financial Advisor

Primary Office Location

1015 Commerce Street, Wellsburg, West Virginia, 26070

Make a difference - for us and for your future.

Financial Advisor

WM - FNIS

Varies Based On Assignment

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.

• Manages and services existing clients and Bank customers, building stronger relationships by learning customers’ financial needs and supplying the appropriate product.
• Actively pursues the acquisition of new clients from internal referrals and external sources, selling various investment products.
• Identifies potential sales opportunities and initiates investment products with customers or refers them to other lines of business such as Trust, Insurance or loans.
• Identifies opportunities for Associate Financial Advisors to receive additional training in customer profiling, sales skills or meeting goals.
• 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 required Continuing Education (CE) and FINRA licensing.
• Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to their licenses.
• Performs other related duties and projects as assigned.
• Acts as a risk manager for their business by understanding, reporting, responding to, managing and monitoring risk daily as required by F.N.B. Corporation’s risk management program.
• Adheres to regulatory laws, guidelines and company procedures, ensuring compliance as a required component of all position descriptions.

High School or GED

3

• 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

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

N/A

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment‑based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.