Relationship Advisor Retirement Services

First National Bank; Pittsburgh (Allegheny County); On-site; USD 70,000 - 110,000; Full time

Job summary

First National Bank is seeking a Relationship Advisor 3 in Pittsburgh to deliver high-quality service to retirement clients, manage relationships across personal, corporate, non-profit or government sectors, and act as the client advocate within Wealth Management.

The role requires a BA/BS and 7 years in the field, with NAPA and other certifications preferred. You will coordinate with plan committees, portfolio managers, and record keepers to ensure a superior client experience and retention.

Qualifications

• BA or BS required.
• 7 years of job-related experience.
• Experience in financial services and investment products; knowledge of ERISA laws.
• ASPPA, AIF, NIPA or other industry certifications preferred.

Responsibilities

• Prepares and presents group and individual education meetings.
• Provides retirement industry expertise to the plan committee and the participants.
• Coordinates overall service with record keepers and third party administrators as appropriate.
• Maintains collaborative relationships with portfolio managers and provides investment oversight and guidance.
• Proactively seeks opportunities to enhance current client accounts or acquire new clients.
• Stays current on regulatory changes and reports changes to assigned manager.
• Adopts and practices the Leadership Doctrine and Best Practices Coaching guidelines.
• Performs other related duties and projects as assigned.
• All employees are responsible for risk management as required by the company's program.

Skills

Project management

Communication

Organizational skills

Analytical

Interpersonal skills

Customer service

MS Word basic

MS Excel intermediate

MS PowerPoint basic

Education

BA or BS

Job description

Overview

Primary Office Location: 626 Washington Place, Pittsburgh, Pennsylvania 15219.

Position Title: Relationship Advisor 3 - Retirement Services Group

Business Unit: WM - FNTC

Reports to: Director of Retirement Services

BA or BS is required to perform the primary responsibilities. NAPA certification preferred.

Position is focused on delivering high-quality service to personal, corporate, non-profit or government clients through administration of various investment management relationships and acting as the client advocate. The incumbent is the primary point of contact for assigned clients, responsible for the overall client experience, satisfaction and retention within Wealth Management (WM).

Responsibilities

• Prepares and presents group and individual employee education meetings.
• Provides retirement industry expertise to the plan committee and the participants. Identifies and matches client and participant needs with the corporation\'s lines of business services.
• Coordinates overall service and interfaces with record keepers and third party administrators as appropriate.
• Maintains collaborative relationships with portfolio managers without actual portfolio management responsibilities. Works closely with portfolio managers to discuss investment needs and manages accordingly. Provides investment oversight and guidance by providing industry updates, investment reviews and plan updates.
• Proactively seeks opportunities either through enhancement of current client accounts or acquisition of new clients.
• Stays current on regulatory changes and identifies changes in laws which will affect assigned accounts and reports these changes to assigned manager.
• Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines.
• Performs other related duties and projects as assigned.
• All employees have the responsibility and 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.

Qualifications

• Minimum Education: BA or BS
• Experience: 7 years of job-related experience
• Skills: Excellent project management, written and verbal communication, organizational, analytical and interpersonal skills, customer service, computer literacy (MS Word – Basic, MS Excel – Intermediate, MS PowerPoint – Basic)
• Experience in financial services and investment products; knowledge of ERISA laws

Licenses/Certifications

ASPPA, AIF, NIPA or other industry-appropriate certification preferred.

Physical Requirements

Frequent driving (car, van, truck).

Equal Employment Opportunity

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 disability or veteran status, 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.