Senior Strategic Wealth Portfolio Advisor

F.N.B. Corporation; Greensboro, Winston-Salem, High Point (NC, NC, NC); On-site; USD 120,000 - 160,000; Full time

Job summary

F.N.B. Corporation is seeking a Wealth Management professional to manage a portfolio of high net worth accounts for individuals and institutions, aligning objectives with risk tolerances and asset allocation.

You will collaborate with Client Advisors, Wealth Advisors and external COIs to grow the business, prepare investment policy statements, and deliver client-focused presentations while maintaining compliance and training requirements.

Qualifications

• Bachelor's degree required for primary responsibilities.
• 5+ years of job-related experience required.
• MBA or CFA preferred for advanced credentials.
• Knowledge of foundations and endowments, IRAs, pensions, and endowments is preferred.

Responsibilities

• Manages a group of complex, high net worth investment portfolios for individuals and institutions according to the corporation's investment policies and procedures.
• Defines each client’s service expectations and strives to exceed those expectations.
• Coordinates with wealth management team to develop an investment policy statement defining client risk tolerances and investment objectives.
• Initiates changes to investment portfolios to align with client objectives or asset allocation/tactical recommendations.
• Expands the book of business by identifying opportunities within the assigned accounts and works with advisors and centers of influence to attract new wealth clients.
• Composes written and verbal presentations for internal/external clients, prospects and speaking engagements.
• Completes required corporate training and compliance activities associated with the assigned book of business.

Skills

Project management

Communication

Organizational skills

Analytical skills

Interpersonal skills

PC skills

Education

BA or BS

MBA or CFA preferred

Tools

MS Word

MS PowerPoint

Job description

F.N.B. Corporation is seeking a Wealth Management professional to manage a portfolio of high net worth accounts for individuals and institutions, aligning objectives with risk tolerances and asset allocation.

You will collaborate with Client Advisors, Wealth Advisors and external COIs to grow the business, prepare investment policy statements, and deliver client-focused presentations while maintaining compliance and training requirements.