Trust & Investment Client Advisor II

F.N.B. Corporation; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

F.N.B. Corporation's Personal Trust group in Pittsburgh is seeking a Relationship Advisor 2 to provide high-quality client service by administering trust and investment management relationships.

You will be the primary contact for assigned clients, seeking opportunities to deepen relationships and ensure satisfaction and retention. The role requires knowledge of trust administration, taxes, and investments, plus CFP, CTFA or CWS licensure, and involves regular client communications and adherence

Qualifications

• BA or BS required.
• 5 years of related experience.
• Licensure: CFP, CTFA or CWS.

Responsibilities

• Communicates with clients regularly regarding administrative issues and services.
• Administers trust and investment accounts per governing instruments and laws.
• Provides investment oversight and client relationship guidance.
• Identifies opportunities to expand assets and services.
• Ensures documentation complies with laws and internal policies.

Skills

Client service

Communication

Project mgmt

Organizational

Interpersonal

Attention to detail

PC skills

Education

BA or BS

Tools

MS Word

MS Excel

MS PowerPoint

Trust accounting software

Job description

F.N.B. Corporation's Personal Trust group in Pittsburgh is seeking a Relationship Advisor 2 to provide high-quality client service by administering trust and investment management relationships.

You will be the primary contact for assigned clients, seeking opportunities to deepen relationships and ensure satisfaction and retention. The role requires knowledge of trust administration, taxes, and investments, plus CFP, CTFA or CWS licensure, and involves regular client communications and adherence