Senior Relationship Advisor — Retirement Services

F.N.B. Corporation; Pittsburgh (Allegheny County); On-site; USD 75,000 - 95,000; Full time

Job summary

F.N.B. Corporation is looking for a Relationship Advisor 3 for their Retirement Services Group in Pittsburgh, PA. This role includes providing exceptional service to clients while overseeing their investment management relationships, ensuring client satisfaction and retention.

The successful candidate will have 7 years of relevant experience, strong project management capabilities, and a BA or BS degree. They will need to stay current on regulatory changes affecting assigned accounts.

Qualifications

• 7+ years of job-related experience.
• Experience in financial services and investment products.
• Excellent communication skills, both written and verbal.

Responsibilities

• Prepare and present employee education meetings.
• Provide retirement industry expertise.
• Coordinate overall service with record keepers.

Skills

Project management skills

Communication skills

Organizational skills

Analytical skills

Interpersonal skills

Customer service skills

MS Word

MS Excel

MS PowerPoint

Knowledge of ERISA laws

Education

BA or BS

Tools

Personal computer

Job description

F.N.B. Corporation is looking for a Relationship Advisor 3 for their Retirement Services Group in Pittsburgh, PA. This role includes providing exceptional service to clients while overseeing their investment management relationships, ensuring client satisfaction and retention.

The successful candidate will have 7 years of relevant experience, strong project management capabilities, and a BA or BS degree. They will need to stay current on regulatory changes affecting assigned accounts.