Wealth Advisor

Company Description

The First National Bank & Trust Company of Newtown has been a steadfast community partner for over 160 years, proudly remaining independent and reinvesting in local businesses, mortgages, and residents. With 11 full-service offices throughout Bucks County, the bank provides a growth-oriented workplace known for exceptional personal service to clients and employees. Committed to giving back, staff actively participate in community engagement and volunteer efforts. The Wealth Management Group at The First provides personalized financial guidance to help clients grow, preserve, and manage their assets. To learn more, visit www.fnbn.com

Role Description

This is a full-time, on-site role in Newtown, PA for a Wealth Advisor. The Wealth Advisor will manage client accounts, develop personalized financial plans, provide retirement and investment planning strategies, and deliver comprehensive wealth management services. They will work closely with clients to help them achieve their financial goals while maintaining exceptional service and building long-term relationships.

Qualifications

• Expertise in Financial Planning and Retirement Planning to align with clients’ short-term and long-term goals
• Strong knowledge of Investments and Wealth Management Services to provide tailored guidance to clients
• Solid foundation in Finance, including an understanding of financial products and market trends
• Excellent interpersonal and communication skills to build and sustain client relationships
• Bachelor’s degree in Finance, Business, Economics, or related field; CFP, CFA or similar certification is strongly preferred
• Proven experience in wealth advisory or financial services preferred
• Commitment to exceptional client service and a high level of ethical standards
• Ability to work effectively in an on-site, team-oriented environment in Newtown, PA

To view our job postings and apply, please visit https://www.fnbn.com/about/careers/