PA0194 Centre Hall, PA0195 State College - S Atherton, PA0198 Bellefonte, PA0236 State College - N Atherton


Job Description

The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submit required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community. Essential Functions• Assist with setting personal goals and targets and meet and/or exceed annual production guidelines• Maximize technolog...