HNW Wealth Advisor: Retirement & Investment Solutions

F.N.B. Corporation; State College (Centre County); On-site; USD 90,000 - 130,000; Full time

Job summary

F.N.B. Corporation is seeking a Wealth Advisor in State College, PA to drive new revenue and deliver a consultative client experience within FNB Wealth Management. You will collaborate with the client and the WM relationship team to develop and present tailored solutions.

Primary focus areas include Personal Wealth Management for high-net-worth clients, Institutional Wealth Management, and Retirement Plan Services including 401(k) and Pension plans. Occasional travel may be required.

Qualifications

• BA or BS required.
• 5 years of related experience preferred.
• CFA/CFP/CTFA designation preferred.

Responsibilities

• Promotes WM model internally to develop leads.
• Sells investment services to clients and prospects; presents solutions.
• Prepares documentation for sales and ensures regulatory compliance.
• Manages pipeline, reports, and activity metrics monthly.
• Keeps up-to-date on WM products and differentiates FNB from competitors.
• Engages in community activities to promote FNTC products.

Skills

Project management

Communication skills

Organizational skills

Customer service

MS Word

MS Excel

MS PowerPoint

Investment principles

Education

BA or BS

Tools

None

Job description

F.N.B. Corporation is seeking a Wealth Advisor in State College, PA to drive new revenue and deliver a consultative client experience within FNB Wealth Management. You will collaborate with the client and the WM relationship team to develop and present tailored solutions.

Primary focus areas include Personal Wealth Management for high-net-worth clients, Institutional Wealth Management, and Retirement Plan Services including 401(k) and Pension plans. Occasional travel may be required.