Financial Advisor

First National Bank (FNB Corp.)Bethesda, MD

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

Primary Office Location:

7475 Wisconsin Ave. Bethesda, Maryland. 20814.

Join our team. Make a difference - for us and for your future.

Position Title: Financial Advisor

Business Unit: WM - FNIS

Reports to: Varies Based on Assignment

Position Overview:

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.

Primary Responsibilities:

Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products.

Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans.

Identifies opportunities for Associate Financial Advisors to have 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 all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing.

Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold.

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. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

Skills Required to Perform the Primary Responsibilities of this Position:

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

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

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

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

Compensation Grade:

COMMEXT

Pay Range:

$43,888.00 - $43,888.00

FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.

Equal Employment Opportunity (EEO):

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

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FAQs About Financial Advisor Jobs at First National Bank (FNB Corp.)

What is the work location for this position at First National Bank (FNB Corp.)?

This job at First National Bank (FNB Corp.) is located in Bethesda, MD, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at First National Bank (FNB Corp.)?

Employer has not shared pay details for this role.

What employment applies to this position at First National Bank (FNB Corp.)?

First National Bank (FNB Corp.) lists this role as a Full-time position.

What experience level is required for this role at First National Bank (FNB Corp.)?

First National Bank (FNB Corp.) is looking for a candidate with "Senior-level" experience level.

What benefits are offered by First National Bank (FNB Corp.) for this role?

First National Bank (FNB Corp.) offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Paid Holidays, Paid Vacation, Paid Sick Leave, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at First National Bank (FNB Corp.)?

You can apply for this role at First National Bank (FNB Corp.) either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.