F.N.B. Corporation · 13 hours ago
Associate Financial Advisor
Hollidaysburg, PA
Full-time
Onsite
Entry Level
3+ years expF.N.B. Corp. is a financial services company that is seeking an Associate Financial Advisor. The role involves prospecting and scheduling potential clients, managing existing client relationships, and achieving revenue goals while providing high-quality service and advice.
BankingFinanceFinancial Services
Responsibilities
Handles routine transactions and account relationships independently or in support of the assigned Financial Advisor
Responsible for routine sales duties
If aligned with a Financial Advisor, would also provide high end support functions to enhance the Financial Advisor’s revenue producing abilities
Manages and services existing clients and builds stronger customer relationships by learning their individual financial needs
Works to achieve revenue and Assets Under Management goals as assigned
Serves as primary Financial Advisor at assigned branches qualifying referrals from those branches and handling routine transactions
Consults with their manager or assigned Financial Advisor on unfamiliar and more advanced situations and transactions
Identifies additional cross-sell opportunities within client's portfolio
Utilizes financial planning tools available to identify client goals and objectives and track progress
Meets with clients independently or jointly, if aligned with a Financial Advisor
Responsible for referrals from branches, referral training in branches, and any direct mail campaigns or marketing initiatives
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
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
Qualification
Required
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
Company
F.N.B. Corporation
F.N.B. Corporation (NYSE: FNB) is a diversified financial services company headquartered in Pittsburgh, PA.
1001-5000 employees
H1B Sponsorship
F.N.B. Corporation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (2)
2023 (3)
Funding
Current Stage
Public CompanyTotal Funding
$500M2024-12-04Post Ipo Debt· $500M
1986-09-12IPO
Leadership Team
Brian Mancos
Director of Human Resources and Corporate Services
Frank Schiraldi
Director of Corporate Strategy
Recent News
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