Fnb Online
Financial Advisor page is loaded## Financial Advisorlocations:
Charleston, SCtime type:
Full timeposted on:
Posted Todayjob requisition id:
2025-02842## Primary Office Location:151 Meeting Street Suite 100. Charleston, South Carolina. 29401.## **Join our team. Make a difference - for us and for your future.****Position Title:** Financial Advisor**Business Unit:** WM - FNIS**Reports to:** Varies Based on Assignment**Position Overview:**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.**Primary Responsibilities:**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 Advisors 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.**Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:**High School or GED
**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 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
**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 F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.# A culture of teamwork. A history of success.As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified
professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina.Our consistent recognition as a **best place to work** and **top workplace** by our own employees symbolizes the outstanding culture we represent.# # **Sign up for Job Alerts:****A simple and easy way to stay up to date on career opportunities available.**You now have the ability to **sign up for job alerts** through your candidate profile.To enroll you will need to create or sign into your candidate profile and select "job alerts".By enrolling in job alerts, you will receive email notifications as opportunities come available that match your selected interests. #J-18808-Ljbffr
Charleston, SCtime type:
Full timeposted on:
Posted Todayjob requisition id:
2025-02842## Primary Office Location:151 Meeting Street Suite 100. Charleston, South Carolina. 29401.## **Join our team. Make a difference - for us and for your future.****Position Title:** Financial Advisor**Business Unit:** WM - FNIS**Reports to:** Varies Based on Assignment**Position Overview:**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.**Primary Responsibilities:**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 Advisors 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.**Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:**High School or GED
**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 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
**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 F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.# A culture of teamwork. A history of success.As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified
professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina.Our consistent recognition as a **best place to work** and **top workplace** by our own employees symbolizes the outstanding culture we represent.# # **Sign up for Job Alerts:****A simple and easy way to stay up to date on career opportunities available.**You now have the ability to **sign up for job alerts** through your candidate profile.To enroll you will need to create or sign into your candidate profile and select "job alerts".By enrolling in job alerts, you will receive email notifications as opportunities come available that match your selected interests. #J-18808-Ljbffr