Portfolio Advisor

Fnb Online; Hermitage (Mercer County); On-site; USD 80,000 - 100,000; Full time

Job summary

Fnb Online is looking for a Portfolio Advisor 3 in Hermitage, PA. The position involves managing and expanding complex, high net worth investment portfolios for individual and institutional clients.

Key responsibilities include coordinating with wealth management teams, developing investment policies, and ensuring compliance with regulatory laws. A minimum of 5 years of experience and a BA or BS degree are required, with CFA preferred.

Qualifications

• Minimum 5 years of job-related experience.
• Excellent project management and communication skills required.
• Ability to use job-related software and tools.

Responsibilities

• Manage high net worth investment portfolios for clients.
• Develop investment policy statements in coordination with clients.
• Expand book of business by identifying new opportunities.
• Ensure compliance with regulatory laws and guidelines.

Skills

Project management skills

Communication skills

Organizational skills

Analytical skills

Interpersonal skills

Customer service skills

Personal computer usage

MS Word

MS Excel

MS PowerPoint

Knowledge of foundations and endowments

Knowledge of income and capital gains tax

Education

BA or BS

MBA or CFA preferred

Job description

**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:**Manages 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.Coordinates with the appropriate wealth management team members to develop an investment policy statement defining client risk tolerances and investment objectives. Initiates changes to investment portfolios to coincide with changes in client objectives or corporate asset allocation or tactical recommendations. Expands the book of business by identifying opportunities within the assigned group of accounts. Works with Client Advisors, Wealth Advisors and centers of influence (internal and external) to attract new wealth clients to the corporation. Identifies cross-sell opportunities where appropriate to solve client’s various financial needs.Applies an 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.Composes written and verbal presentations effectively with both internal and external clients, prospects and in external speaking engagements.Completes all required corporate training in a timely manner. Completes compliance and required regulatory requirements associated with the assigned book of business in a timely manner.Performs other related duties and projects as assigned.All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.**Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:**BA or BS **Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:**5 **Skills Required to Perform the Primary Responsibilities of this Position:**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 preferredWorking knowledge of foundations and endowments, individual retirement accounts, pension plans and income and capital gains tax **Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:**CFA preferredObtain 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.