Senior Retirement Services Relationship Advisor

First National Trust Company; United States; On-site; USD 75,000 - 110,000; Full time

Job summary

F.N.B. Corporation in Pittsburgh, PA, seeks a Relationship Advisor 3 in Retirement Services to manage high-quality service for diverse clients within Wealth Management.

You will act as the primary client contact and advocate, coordinating with plan committees and portfolio managers to deliver tailored retirement solutions and ongoing satisfaction. Responsibilities include educating employees, conducting reviews, and identifying opportunities for account growth while staying compliant with

Qualifications

• BA or BS required.
• 7 years of related experience.
• 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 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 of client and manages accordingly.
• Provides investment oversight and guidance by providing industry updates, investment reviews and plan updates.
• Proactively seeks opportunities through enhancement of current client accounts or acquisition of new clients.

Skills

Project management

Communication

Organization

Customer service

MS Word

MS Excel

MS PowerPoint

ERISA knowledge

Education

BA or BS

Job description

F.N.B. Corporation in Pittsburgh, PA, seeks a Relationship Advisor 3 in Retirement Services to manage high-quality service for diverse clients within Wealth Management.

You will act as the primary client contact and advocate, coordinating with plan committees and portfolio managers to deliver tailored retirement solutions and ongoing satisfaction. Responsibilities include educating employees, conducting reviews, and identifying opportunities for account growth while staying compliant with