Senior Wealth Advisor for HNW & Retirement Plans

First National Bank of Pennsylvania; Greenville (SC); On-site; USD 90,000 - 140,000; Full time

Job summary

First National Bank of Pennsylvania seeks a Wealth Advisor to drive new revenue within an assigned region, delivering a consultative client experience alongside the WM team. The role focuses on HNW and institutional wealth management, including retirement plan services and 401k/pension solutions.

This position emphasizes opportunity development, internal promotion of wealth management services, and ongoing relationship building with clients and influencers to expand the bank's wealth footprint.

Qualifications

• BA or BS required for the role.
• Strong project management and communication skills are expected.
• Experience in financial services and sales with investment knowledge helpful.

Responsibilities

• Drive new revenue for FNB Wealth Management within an assigned region.
• Lead and deliver the new client experience in a consultative manner.
• Develop proposed solutions with the client and wealth management team.
• Promote WM model internally to generate organic sales opportunities.
• Maintain regular reporting, pipeline management and activity reporting.

Skills

Project management

Communication

Organizational skills

Analytical skills

Interpersonal skills

Customer service

MS Word

MS Excel

MS PowerPoint

Education

BA or BS

Tools

None

Job description

First National Bank of Pennsylvania seeks a Wealth Advisor to drive new revenue within an assigned region, delivering a consultative client experience alongside the WM team. The role focuses on HNW and institutional wealth management, including retirement plan services and 401k/pension solutions.

This position emphasizes opportunity development, internal promotion of wealth management services, and ongoing relationship building with clients and influencers to expand the bank's wealth footprint.