Wealth Advisor

Wealth Advisor

Primary Office

Location:

401 S Graham St. Charlotte, North Carolina. 28202.

This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management within an assigned region. The individual will lead and deliver the new client experience to FNBWM clients through a consultative manner, as well as work closely with the client and FNBWM relationship team in developing the proposed solutions to be offered and presented to the client.

Areas of focus include:

• Personal Wealth Management with a focus on HNW clientele.
• Institutional Wealth Management.
• Retirement Plan Services – to include 401k and Pension plans.

• Promotes the Wealth Management (WM) Model internally to develop organic sales opportunities.
• Works with internal bank and external network to develop leads for WM.
• Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders, etc.
• Prepares all required documentation in compliance with company and regulatory oversight.
• Manages time and referral sources to maintain a regular flow of sales.
• Prepares required internal activity reports, expense reporting, pipeline management, business planning, sales activity, organic sales reports and Center of Influence calling effort reports monthly.
• Stays current on all products and services offered through the WM area, demonstrate in-depth knowledge, and position the corporation against competitors.
• Participates in community development and attends local community events, promoting FNTC products, services, and image.
• Performs other related duties and projects as assigned.
• Serves as a risk manager, reporting, responding to, managing, and monitoring daily risk as required by F.N.B. Corporation’s risk management program.

Bachelor’s degree (BA or BS) required.

Minimum 5 years of job related experience required.

• Excellent project management skills.
• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical, and interpersonal skills.
• Excellent customer service skills.
• Basic proficiency in MS Word, Excel, and PowerPoint.
• Experience in financial services or sales and in-depth knowledge of investment principles and financial concepts.

• CTFA or CFP designation preferred.
• Valid Driver's License.

Frequent driving (car, van, truck).

Entry level

Full-time

Finance and Sales

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.