Portfolio Advisor

First National Bank; Hermitage (Mercer County); On-site; USD 80,000 - 100,000; Full time

Job summary

First National Bank in Hermitage, PA is seeking a Portfolio Advisor 3 responsible for managing and expanding investment portfolios for high net worth clients. Candidates should possess at least 5 years of relevant experience and a BA or BS degree, with an MBA or CFA preferred. The role involves coordinating investments, identifying opportunities for business expansion, and ensuring regulatory compliance.

Exceptional communication, organizational, and project management skills are essential for this position. Candidates must also be able to obtain a Series 65 License within 60 days of hire.

Qualifications

• 5 years of job-related experience required.
• CFA preferred; must obtain a Series 65 License within 60 days of hire.

Responsibilities

• Manage and expand complex investment portfolios.
• Develop investment policy statements defining client risk tolerances.
• Identify opportunities to expand the book of business.
• Compose presentations for clients and prospects.
• Ensure compliance with regulations related to the assigned portfolio.

Skills

Excellent project management skills

Excellent communication skills

Excellent organizational skills

Excellent analytical skills

Excellent interpersonal skills

Excellent customer service skills

Ability to use a personal computer

MS Word – Basic Level

MS Excel – Intermediate Level

MS PowerPoint – Basic Level

Knowledge of foundations and endowments

Understanding of income and capital gains tax

Education

BA or BS

MBA or CFA preferred

Job description

Primary Office Location: One F.N.B. Boulevard. Hermitage, Pennsylvania. 16148.

Position Title: Portfolio Advisor 3

Business Unit: WM - FNTC

Reports to: Varies by Assignment

Position Overview

This position is primarily responsible for managing and expanding an assigned group of complex, high net worth investment portfolios for individual and institutional clients (Revocable Trusts, Irrevocable Trusts, Agency Accounts, Individual Retirement Accounts, Pension Plans, Foundations and Endowments).

Primary Responsibilities

• Manage a group of complex, high net worth investment portfolios for individuals and institutions according to the corporation's investment policies and procedures. Defines each client's service expectations and strives to exceed those expectations.
• Coordinate with the appropriate wealth management team members to develop investment policy statements defining client risk tolerances and investment objectives. Initiate changes to investment portfolios to coincide with changes in client objectives or corporate asset allocation or tactical recommendations.
• Expand the book of business by identifying opportunities within the assigned group of accounts. Work with Client Advisors, Wealth Advisors and centers of influence (internal and external) to attract new wealth clients to the corporation. Identify cross-sell opportunities where appropriate to solve client's various financial needs.
• Apply expert knowledge of portfolio management, revocable trusts, irrevocable trusts, pensions, individual retirement accounts, foundations and endowments, equity and fixed income markets, economics, asset allocation and trading.
• Compose written and verbal presentations effectively with both internal and external clients, prospects and in external speaking engagements.
• Complete all required corporate training in a timely manner. Complete compliance and required regulatory requirements associated with the assigned book of business in a timely manner.
• Perform other related duties and projects as assigned.
• Serve as a risk manager for day-to-day business risk according to F.N.B. Corporation's risk management program and regulatory laws.

Minimum Level of Education Required

BA or BS

Minimum # of Years of Job Related Experience Required

5 years

Skills Required

• Excellent project management skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Excellent customer service skills
• Ability to use a personal computer and job-related software
• MS Word – Basic Level
• MS Excel – Intermediate Level
• MS PowerPoint – Basic Level
• MBA or CFA preferred
• Working knowledge of foundations and endowments, individual retirement accounts, pension plans and income and capital gains tax

Licensures/Certifications Required

• CFA preferred
• Obtain a Series 65 License within 60 days of hire

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 (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.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.