Portfolio Advisor - Raleigh, NC

F.N.B. Corporation; Raleigh (NC); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services company in North Carolina seeks a skilled investment manager to oversee complex portfolios for high net worth clients. The role involves collaborating with a wealth management team, developing investment strategies, and ensuring compliance with corporate policies. Ideal candidates will possess strong analytical and communication skills, along with a BA or BS degree. An MBA or CFA is preferred.

Qualifications

• Relevant experience as required.
• MBA or CFA preferred.

Responsibilities

• Manage high net worth investment portfolios for individuals and institutions.
• Develop investment policy statements and adjust portfolios as needed.
• Identify opportunities to expand the book of business.

Skills

Project Management

Communication

Organizational

Analytical

Interpersonal

Education

BA or BS

Tools

MS Word

MS PowerPoint

Job description

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 :

1. Manage a group of complex, high net worth investment portfolios for individuals and institutions in accordance with the corporation's investment policies and procedures. Define and strive to exceed client service expectations.
2. Coordinate with wealth management team members to develop investment policy statements that define client risk tolerances and investment objectives. Initiate portfolio adjustments based on changes in client goals or corporate asset allocation and tactical recommendations.
3. Identify opportunities within the assigned accounts to expand the book of business. Collaborate with Client Advisors, Wealth Advisors, and external contacts to attract new clients and cross-sell appropriate financial products to meet client needs.
4. Apply expert knowledge of portfolio management, trusts, pensions, retirement accounts, foundations, endowments, equity and fixed income markets, economics, asset allocation, and trading.
5. Prepare and deliver effective written and verbal presentations to internal and external clients, prospects, and at external speaking engagements.
6. Complete all required corporate training, compliance, and regulatory requirements promptly.
7. Perform other related duties and projects as assigned.

All employees are responsible for understanding, reporting, responding to, managing, and monitoring risks as part of F.N.B. Corporation’s risk management program. Compliance with laws, regulations, and company procedures is mandatory.

Minimum Education Requirement: BA or BS

Minimum Job Experience: Relevant experience as required

Skills Required:

• Excellent project management, communication (written and verbal), organizational, analytical, and interpersonal skills
• Proficiency with personal computers and software, including MS Word (basic) and MS PowerPoint (basic)

Preferred Qualifications: MBA or CFA; working knowledge of foundations, endowments, retirement accounts, pension plans, and tax considerations.

Licenses/Certifications: CFA preferred; obtain Series 65 license within 60 days of hire.

Work Conditions: Beyond traditional office work, with physical requirements as applicable.

Equal Employment Opportunity (EEO):

FNB does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We promote a discrimination and harassment-free workplace.