Wealth Advisor (Financial Services)

Location: State College, Pennsylvania, United States; primary office at 117 South Allen Street. Frequent driving is required.

Company

hirify.global provides banking and wealth management services through its affiliated businesses.

What you will do

• Drive new revenue for FNB Wealth Management within an assigned region.
• Lead the consultative new-client experience and develop proposed wealth management solutions.
• Generate leads through internal bank partners, external networks, community leaders, and Centers of Influence.
• Sell investment services for personal wealth management, institutional wealth management, and retirement plans, including 401k and pension plans.
• Prepare compliant sales documentation, pipeline reports, business plans, and sales activity reports.
• Build community relationships and represent the wealth management business at local events.

Requirements

• BA or BS degree.
• At least 5 years of related experience.
• Experience in financial services or sales, with in-depth knowledge of investment principles and financial concepts.
• Excellent communication, organizational, analytical, interpersonal, customer service, and project management skills.
• Basic proficiency in Microsoft Word, Excel, and PowerPoint.
• Valid driver's license and ability to perform frequent driving.
• CTFA or CFP designation is preferred.
• Employment-based visa sponsorship is not provided; candidates must be legally authorized to work in the United States.

Culture & Benefits

• Full-time position within the Wealth Management business unit.
• Strong focus on regulatory compliance and day-to-day risk management.
• Opportunity to participate in community development and local community events.
• Equal employment and harassment-free workplace commitment.