The Investment Advisor serves as primary relationship advisor to wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Orrstown Financial Advisor solutions.
Minimum Qualifications:
- Bachelor’s degree in finance or related discipline with specialized training in sales.
- 5 years’ experience selling Trust or Investment Services.
- Possess appropriate securities and insurance licenses, or willingness to attain
Preferred Qualifications:
- Chartered Financial Analyst (CFA) candidate preferred or willingness to pursue CFA designation or other advanced designation.
Responsibilities:
Develop new business working with business partners to cultivate referrals; performs administration of various types of investment accounts; prepare and provide periodic management reports as requested; administer investment and relationship management for assigned accounts.
Interface with the Bank’s Center of Influence (COI), including members of the Board of Directors, Presidents Advisory Councils and community professionals.
Organize and conduct seminars in accordance with the Orrstown Financial Advisors Marketing Plan; serve on assigned departmental operating committees.
Skills:
- Excellent mathematical and analytical skills; high level of attention to detail while pursuing quality in accomplishing tasks and ensuring timeliness of work; proficient reading, verbal and written communication, computer and interpersonal relations skills; competent working knowledge of Word, Excel, PowerPoint, strong working knowledge of Trust Account administration and financial market and economic principles.
Benefits:
At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability
- Short-term disability
- Employee, spouse and dependent life and AD&D insurance
- Flexible spending account
- Dependent care spending account
- Employee stock purchase plan
- 401(k)/profit-sharing program
- Paid time off
- Paid holidays
- Paid parental leave
- Employee service recognition
Skills Required
- Bachelor’s degree in finance or a related discipline
- Specialized training in sales
- Five years of experience selling trust or investment services
- Appropriate securities and insurance licenses, or willingness to attain them
- Chartered Financial Analyst candidate status or willingness to pursue the CFA designation or another advanced designation
- Strong knowledge of trust account administration, financial markets, and economic principles
- Proficiency in Word, Excel, and PowerPoint
What We Do
Global trade finance.
