Associate Financial Advisor

BA or BS
3 years of job-related experience
Excellent project 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
Experience in the investment industry, broker-dealer procedures, products, forms, systems and services
Life/Health and FINRA Series 7 and 63 & 65 or S66

Handles routine transactions and account relationships independently or in support of the assigned Financial Advisor
Responsible for routine sales duties
Manages and services existing clients and builds stronger customer relationships by learning their individual financial needs
Serves as primary Financial Advisor at assigned branches qualifying referrals from those branches and handling routine transactions
Identifies additional cross-sell opportunities within client’s portfolio
Meets with clients independently or jointly, if aligned with a Financial Advisor
Interacts independently with customers regarding service issues and provides advice within the scope of authority and abilities
May be responsible for performing administrative tasks in conjunction with processing financial transactions and client service including but not limited to verification of orders entered on broker-dealer system, submission of new accounts, creation and maintenance of client files
Performs other related duties and projects as assigned
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program

No preferred qualifications provided.