Posted in Other 30+ days ago.
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Type: Full Time
Location: monroe, North Carolina
PRIMARY OFFICE LOCATION:
2593 West Roosevelt Boulevard. Monroe, North Carolina. 28110.
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POSITION TITLE: Financial Advisor
BUSINESS UNIT: WM - FNIS
REPORTS TO: Regional Sales Manager - Brokerage Group East or West
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 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 Consultants 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.
High School or GED
MINIMUM YEARS EXPERIENCE:
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
SPECIAL LICENSES AND CERTIFICATES:
Series 7 licensed, License 6 and 63, 24 or 26 and Life, Health.
It is the policy of F.N.B. Corporation and its affiliates 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, or because he or she is an individual with a disability or disabled veteran, Armed Forces service metal veteran, recently separated veteran, or active duty wartime or campaign badge veteran. F.N.B. Corporation and its affiliates provide all applicants and employees a discrimination and harassment free workplace.
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