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Full-time
bachelor degree
Medical, Dental, Vision, Life insurance, Flexible spending accounts, Health savings account
Posted 10d ago
~40 hrs/week
Responsibilities
The Associate Financial Advisor is responsible for prospecting, scheduling potential clients, and managing routine account relationships to achieve revenue goals. They also provide high-end support to Senior Financial Advisors and assist with marketing initiatives and branch referrals.
Requirements
Candidates must hold a Bachelor's degree and have at least 3 years of relevant experience in the investment industry. Required certifications include Life/Health insurance licenses and FINRA Series 7, 63, and 65 or 66.
Full job description
Primary Office Location:
300 E. Lombard Street. Baltimore, Maryland. 21202.
Join our team. Make a difference - for us and for your future.
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
Compensation Grade:
COMMEXT
Pay Range:
$43,888.00 - $43,888.00
FNB’s total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
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 (NYSE:FNB), headquartered in Pittsburgh, Pennsylvania, is a diversified financial services company operating in eight states. FNB holds a significant retail deposit market share in attractive metropolitan markets including: Pittsburgh, Pennsylvania; Baltimore, Maryland; Cleveland, Ohio; and Charlotte, Raleigh, Durham and the Piedmont Triad (Winston-Salem, Greensboro and High Point) in North Carolina. The Company has total assets of nearly $30 billion, and more than 400 banking offices throughout Pennsylvania, Ohio, Maryland, West Virginia, North Carolina and South Carolina.
How many Administrative jobs are open in Baltimore, MD right now?
There are currently 1,360 open administrative positions in Baltimore, MD listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Baltimore, MD?
Companies currently hiring include John Hopkins University, Mercy Medical Center, Baltimore, MD, University of Maryland Medical System, University System of Maryland, University of Maryland Emergency Medicine, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Baltimore, MD?
Yes — 330 of the 1360 open administrative positions offer remote or hybrid work (74 remote, 256 hybrid).
How do I apply for Administrative jobs in Baltimore, MD?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.