Portfolio Advisor 3

F.N.B. Corporation; Greensboro (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

F.N.B. Corporation in Greensboro, NC is seeking a Portfolio Advisor 3 to manage and expand a group of high net worth portfolios for individuals and institutions, including revocable and irrevocable trusts, IRAs, pensions, foundations and endowments.

The role requires strong investment knowledge, client communication, and collaboration with wealth management teams to identify opportunities, ensure policy alignment, and growth of client relationships.

Qualifications

• BA/BS required.
• 5+ years of related experience.
• MBA or CFA preferred.
• Series 65 license within 60 days of hire.

Responsibilities

• Manages a group of complex, high net worth investment portfolios for individuals and institutions.
• Coordinates with wealth management team members to develop an investment policy statement defining risk tolerances and objectives.
• Expands the book of business by identifying opportunities and cross-selling to solve client needs.
• Applies expert knowledge of portfolio management, trusts, IRAs, pensions, foundations and endowments, and markets.
• Prepares written and verbal presentations for clients, prospects and external engagements.
• Completes corporate training and regulatory requirements for the assigned book of business.
• Acts as risk manager by understanding and mitigating daily risk per company policies.

Skills

Project management

Communication

Organization

Customer service

PC literacy

MS Word

MS Excel

MS PowerPoint

MBA or CFA preferred

Foundations & endowments knowledge

Education

Bachelor's degree

Tools

MS Office

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location:

400 Bellemeade St.. Greensboro, North Carolina. 27401.

Join our team. Make a difference - for us and for your future.

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 preferred
• Working 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 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.

Sponsorship

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.