Senior Relationship Advisor, Retirement Services

fnbcorp; Pittsburgh (Allegheny County); On-site; USD 80,000 - 110,000; Full time

Job summary

F.N.B. Corporation is seeking a Relationship Advisor 3 for the Retirement Services Group in Pittsburgh, PA.

This role serves as the primary client contact, delivering high-quality service across personal, corporate, and government accounts within Wealth Management and collaborating with portfolio managers. The candidate will present employee education sessions, provide industry expertise to plan committees, and ensure a superior client experience and retention.

Qualifications

• BA or BS required.
• 7 years of related experience required.
• Experience in retirement services or wealth management preferred.
• Knowledge of ERISA laws and their application.

Responsibilities

• Prepares and presents group and individual employee education meetings.
• Provides retirement industry expertise to the plan committee and participants.
• Coordinates service with record keepers and third party administrators.
• Maintains relationships with portfolio managers and provides investment oversight and plan updates.
• Identifies opportunities to expand current client accounts or acquire new clients.
• Monitors regulatory changes affecting accounts and communicates them to management.
• Adheres to leadership principles and best practices for risk management.
• Performs other duties as assigned.

Skills

Project management

Communication

Organizational skills

Analytical skills

Interpersonal skills

Customer service

Industry knowledge: financial services

Education

Bachelor's degree (BA/BS)

ASPPA/AIF/NIPA certification

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation is seeking a Relationship Advisor 3 for the Retirement Services Group in Pittsburgh, PA.

This role serves as the primary client contact, delivering high-quality service across personal, corporate, and government accounts within Wealth Management and collaborating with portfolio managers. The candidate will present employee education sessions, provide industry expertise to plan committees, and ensure a superior client experience and retention.