HNW Wealth Advisor & Solutions Lead

First National Bank of Pennsylvania; Charlotte (NC); On-site; USD 70,000 - 120,000; Full time

Job summary

First National Bank of Pennsylvania seeks a Wealth Advisor in Charlotte, NC to drive new revenue for FNB Wealth Management. You will lead the new client experience with a consultative approach and collaborate with the client and WM relationship team to present proposed solutions.

Focus areas include Personal Wealth Management for HNW clients, Institutional Wealth, and Retirement Plan Services (401k and Pension).

Qualifications

• BA or BS required for the role.
• 5 years of relevant experience.
• Strong communication and client service skills.
• Knowledge of investment principles and financial concepts.

Responsibilities

• Promotes WM model to develop organic sales opportunities.
• Sells investment services to clients and prospects.
• Prepares documentation for sales and ensures regulatory compliance.
• Manages time and referrals for a steady sales flow.
• Prepares internal reporting and pipeline management.
• Stays current on WM products and differentiates from competitors.
• Engages in community events to promote FNTC.
• Performs other related duties as assigned.

Skills

Project management

Written communication

Interpersonal skills

Customer service

MS Word

MS Excel

MS PowerPoint

Investment knowledge

Financial services experience

Education

BA or BS

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank of Pennsylvania seeks a Wealth Advisor in Charlotte, NC to drive new revenue for FNB Wealth Management. You will lead the new client experience with a consultative approach and collaborate with the client and WM relationship team to present proposed solutions.

Focus areas include Personal Wealth Management for HNW clients, Institutional Wealth, and Retirement Plan Services (401k and Pension).