Relationship Advisor Retirement Services

Relationship Advisor Retirement Services

Primary Office

Location:

55 Public Square, Suite 105, Cleveland, Ohio 44113

Position Title: Relationship Advisor 3 - Retirement Services Group

Business Unit: WM - FNTC

Reports to: Director of Retirement Services

Position Overview: This position is responsible for providing the highest quality service to personal, corporate, non‑profit, or government clients. The incumbent manages investment management relationships, serves as the client advocate, performs relationship and investment reviews, and interfaces with clients for other Wealth Management services. The role is the primary point of contact for assigned clients and is responsible for overall client experience, satisfaction, and retention.

Primary

Responsibilities

• Prepares and presents group and individual employee education meetings.
• Provides retirement industry expertise to the plan committee and participants.
• Identifies and matches client and participant needs with the corporation's lines of business services.
• Coordinates overall service and interfaces with record keepers and third‑party administrators.
• Maintains collaborative relationships with portfolio managers and provides investment oversight and guidance.
• Proactively seeks opportunities through enhancement of current accounts or acquisition of new clients.
• Stays current on regulatory changes, identifies impacts on assigned accounts, and reports changes to the manager.
• Adopts and practices the firm’s leadership doctrine and best‑practice coaching guidelines.
• Performs related duties and projects as assigned.
• Serves as a risk manager, understanding, reporting, and responding to risks per the firm’s program.
• Maintains compliance with regulatory laws and company procedures.

Minimum Level of Education Required

BA or BS

Minimum Years of Job‑Related Experience Required

7 years

Skills Required

• Excellent project management skills
• Excellent written and verbal communication skills
• Excellent organizational, analytical, and interpersonal skills
• Excellent customer service skills
• Proficiency with a personal computer and job‑related software
• MS Word – Basic Level
• MS Excel – Intermediate Level
• MS PowerPoint – Basic Level
• Experience in financial services and investment products; knowledge of ERISA laws and application

Licensures/Certifications Preferred

ASPPA, AIF, NIPA, or other industry‑appropriate certification

Physical Requirements or Work Conditions Beyond Traditional Office Work

Frequent driving (car, van, truck)

Equal Employment Opportunity (EEO)

It is the policy of F.N.B. Corporation 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. F.N.B. provides all applicants and employees a discrimination and harassment‑free workplace.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Other

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