Primary Office Location:224 Allegheny Street. Hollidaysburg, Pennsylvania. 16648.
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Position Title: Associate Financial Advisor
Business Unit: WM - FNIS
Reports to: Senior Financial Advisor
Position Overview:
The AFA could be partnered with a Financial Advisor(s) or work independently. This position is primarily responsible for prospecting and scheduling of potential clients, working on referral initiatives within the market and with current clients, working on marketing and campaign activities within the market, establishing and maintaining accounts current to prospective clients and assisting in the overall support needed to achieve targeted revenue goals of the territory. The incumbent provides the highest quality of service and advice to every customer.
Primary 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.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
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.
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
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.
F.N.B. Corporation Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about F.N.B. Corporation and has not been reviewed or approved by F.N.B. Corporation.
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Retirement Support — Retirement programs are described as notably strong, featuring a dollar-for-dollar 401(k) match with additional company contributions plus profit sharing and pension elements. Feedback suggests these components are a standout pillar of total rewards.
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Healthcare Strength — Health coverage breadth includes medical, dental, vision, life, and disability insurance alongside HSA options and wellness initiatives. Feedback suggests these offerings provide comprehensive support across core health needs.
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Parental & Family Support — Family-oriented programs include paid parental leave, adoption assistance, childcare support, caregiver leave, and a baby assistance benefit. Feedback suggests these benefits add meaningful value beyond base pay.
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What We Do
F.N.B. Corporation (NYSE: FNB), headquartered in Pittsburgh, PA, is a diversified financial services company operating in seven states and the District of Columbia. Along with our largest subsidiary, First National Bank, we provide a full range of commercial banking, consumer banking, wealth management and insurance solutions, delivered through nearly 340 convenient locations across Pennsylvania, Ohio, Maryland, West Virginia, North Carolina, South Carolina, Virginia and the District of Columbia.
