Financial Advisor

First Commonwealth Financial
Delaware
Workplace: OnsiteFull timeFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Trustworthiness","Sound decision-making","Communication","Organizational","Analytical"]

Advise clients and prospects on investment, retirement, and insurance solutions tailored to goals within an assigned territory. Use an advice-led financial planning sales process, proactively prospect and generate business through marketing, cold calling, and partner coaching, and deepen existing client relationships. Collect and analyze client income, assets, and debts, maintain records and performance targets, and stay current on regulatory and compliance changes.

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First Commonwealth Financial
First Commonwealth Financial
1 month ago

Financial Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Advise clients and prospects on investment, retirement, and insurance solutions tailored to goals within an assigned territory. Use an advice-led financial planning sales process, proactively prospect and generate business through marketing, cold calling, and partner coaching, and deepen existing client relationships. Collect and analyze client income, assets, and debts, maintain records and performance targets, and stay current on regulatory and compliance changes.
Location: Delaware
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Advise clients and prospects on investment, retirement, and insurance products to meet targeted goals within an assigned territory.
  • •Deliver an advice-led financial planning sales process to improve sales opportunities and performance.
  • •Collect and analyze client income, assets, and debts to support future financial goal planning.
  • •Manage and deepen existing client relationships while identifying cross-sell opportunities across lines of business.
  • •Own prospecting and lead generation by coaching and training bank partners and generating business through marketing and sales activities.

Key Requirements

  • •Bachelor's degree in Business or related field (or equivalent experience), preferred.
  • •Minimum of five (5) years of financial sales experience, preferred.
  • •Current Series 7 / 63 and Life, Accident & Health licensing required; obtain Series 65 or 66 within 90 days of hire.
  • •Demonstrated success in financial sales with excellent communication, organizational, mathematical, and analytical skills.
  • •Technological proficiency with Microsoft Word, Excel, and PowerPoint; valid driver's license and ability to travel required.
Experience:5+ yearsFinancial sales
Education:Bachelor's
Skills:TrustworthinessSound decision-makingCommunicationOrganizationalAnalytical
Licenses:Series 7Series 63LifeAccident & HealthSeries 65Series 66Life, Accident & Health
Tech Stack:Microsoft WordExcelPowerPoint

Company Brief

First Commonwealth Financial
Regional financial services company providing banking, lending, wealth management, and related financial products for individuals and businesses. Operates primarily through First Commonwealth Bank across Pennsylvania and neighboring markets.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Indiana, United States
Founded: 1982
WebsiteLinkedIn