Associate Vice President, Investment Advisor Greater Lancaster, PA Area

The Company is seeking an Associate Vice President, Investment Advisor to serve as the primary relationship advisor for wealth clients. The role focuses on building and deepening client relationships through needs-based service and investment solutions. Responsibilities include developing new business and referrals, administering investment accounts, preparing management reports, and overseeing investment and relationship management for assigned accounts. The advisor will also engage with influential community and business contacts, organize educational seminars, and participate in departmental committees. Candidates should have a bachelor’s degree in finance or a related field, specialized sales training, and at least five years of experience selling trust or investment services. Appropriate securities and insurance licenses are required, or candidates must be willing to obtain them; an advanced designation such as the CFA is preferred or may be pursued. Strong mathematical, analytical, communication, interpersonal, and organizational skills are essential, along with attention to detail and proficiency in common office software. Applicants should also have a solid understanding of trust account administration, financial markets, and economic principles.

Hiring Company

Orrstown Bank