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F&M Trust · 1 month ago

Wealth Advisor

Harrisburg, PA

Full-time

Onsite

Mid, Senior Level

F&M Trust is a well-established, independent community bank known for its integrity and client-focused approach. The Wealth Advisor will manage a diverse portfolio of clients, develop personalized financial strategies, and guide them toward achieving their long-term financial goals.

BankingFinancial Services

Responsibilities

Develop and maintain strong client relationships

Provide comprehensive wealth management solutions including investment, trust, and estate planning

Originate new business through strategic networking and referral sources

Meet and exceed sales and service goals

Qualification

Securities LicensesCTFACFPWealth Management SolutionsSales Strategy DevelopmentClient Relationship ManagementCustomer ServiceExcelWord ProficiencyCommunication SkillsTechnical Presentation

Required

Possesses related Securities Licenses and/or CTFA (Certified Trust and Fiduciary Advisor) or CFP (Certified Financial Planner), or willingness and ability to obtain

Strong written and verbal communication skills

Desire and drive to provide best-in-class customer service

Great soft skills

Ability to present technical material effectively with clients and prospects

Proficient with Excel and Word, and ability to learn other bank technology

Ability to develop and execute a sales strategy to target prospects and build a network of key decision makers and centers of influence