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Associate Financial Advisor Jobs in West Virginia

Fnbcorp

Financial Advisor

Wellsburg, WV

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth ...

F.N.B. Corporation

Financial Advisor

Wellsburg, WV · On-site

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth ...

United Bank

Trust Solutions Advisor

Charleston, WV · On-site

... Associate Fiduciary Wealth Advisors and Client Service Associates, model best practices and support ... Trust and Financial Advisor) or Ability to attain Certified Trust and Financial Advisor ...

United Bank

Trust Solutions Advisor

Charleston, WV

... Associate Fiduciary Wealth Advisors and Client Service Associates, model best practices and support ... Trust and Financial Advisor) or Ability to attain Certified Trust and Financial Advisor ...

United Bank

Trust Solutions Advisor

Charleston, WV · On-site

Serve as a fiduciary resource and mentor to Fiduciary Wealth Advisors, Associate Fiduciary Wealth ... CTFA (Certified Trust and Financial Advisor) or Ability to attain Certified Trust and Financial ...

Bank of America

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

TIAA

Wealth Advisor

Morgantown, WV · On-site

$80K - $95K/yr

Reviews client information, including financial statements, risk investment profile and cash ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in West Virginia

Associate Financial Advisor information

See West Virginia salary details

$29.8K

$52K

$87.1K

How much do associate financial advisor jobs pay per year?

As of Aug 31, 2026, the average yearly pay for associate financial advisor in West Virginia is $51,991.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,000.00 and $63,900.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in West Virginia?

The most popular types of Financial Advisor jobs in West Virginia are:

What are popular job titles related to Associate Financial Advisor jobs in West Virginia?

For Associate Financial Advisor jobs in West Virginia, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in West Virginia look for?

The top searched job categories for Associate Financial Advisor jobs in West Virginia are:

What cities in West Virginia are hiring for Associate Financial Advisor jobs?

Cities in West Virginia with the most Associate Financial Advisor job openings:

What are popular job titles related to Associate Financial Advisor jobs in WV?

For Associate Financial Advisor jobs in WV, the most frequently searched job titles are:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in West Virginia as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $51,991 per year, or $25 per hour.

Financial Advisor

Fnbcorp

Wellsburg, WV

Full-time

Re-posted 4 hours ago

Job description

Primary Office Location:1015 Commerce Street. Wellsburg, West Virginia. 26070.Join our team. Make a difference - for us and for your future.

Position Title: Financial Advisor

Business Unit: WM - FNIS

Reports to: Varies Based on Assignment

Position Overview:

This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers.The incumbent provides the highest quality service to every customer.

Primary Responsibilities:

Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product.Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products.

Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans.

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail.

Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing.

Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold.

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:

High School or GED

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 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

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


Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.

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