Wealth Advisor

First National Bank; Charleston (SC); On-site; USD 90,000 - 130,000; Full time

Job summary

First National Bank’s Wealth Management division seeks a Wealth Advisor to drive new revenue within an assigned region. You will lead the client experience, develop proposed solutions with the client and the relationship team, and focus on high-net-worth and institutional wealth management, including retirement plan services.

You will promote the WM model internally, generate leads, present investment solutions, and manage documentation, reporting, and risk compliance.

Qualifications

• BA or BS degree.
• 5 years of related experience.
• Strong written and verbal communication.
• Knowledge of investment principles and financial concepts.

Responsibilities

• Promotes the Wealth Management model to develop organic sales opportunities.
• Sells investment services to clients, prospects, employees and centers of influence.
• Prepares all required documentation for sale of investment services in compliance with regulations.
• Manages time and referrals to maintain a regular sales flow from lead to close.
• Prepares internal activity reports, pipeline and business planning reports monthly.
• Keeps current on WM products and differentiates FNB WM from competitors.
• Participates in community events to promote FNTC products and image.
• Performs related duties as assigned and supports risk management program.

Skills

Relationship Mgmt

Prospecting

Consultative selling

Financial services

Presentation skills

Excel

Communication

Project mgmt

Analytical skills

Time management

Education

BA/BS

Tools

MS Word

Job description

Primary Office Location: 151 Meeting Street Suite 100. Charleston, South Carolina. 29401.

Position Title: Wealth Advisor

Business Unit: WM - FNTC

Reports to: Market Executive - Wealth Management

Position Overview:

This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assigned region. This individual will lead and deliver the new client experience to FNBWM clients through a consultative manner, as well as work closely with the client and FNBWM relationship team in developing the proposed solutions to be offered and presented to the client. Among the areas the individual will focus will be:

• Personal Wealth Management with a focus on HNW clientele.
• Institutional Wealth Management
• Retirement Plan Services - to include 401k and Pension plans

Primary Responsibilities:

Promotes the Wealth Management (WM) Model internally to internal business partners to develop organic sales opportunities. Works with internal bank and external network to develop leads for WM.

Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation. Meets with prospects, identifies needs and presents solutions. Drives revenue to FNTC and FNBIA.

Prepares all associated and required documentation in conjunction with sales of investment services and products in a manner compliant with company and regulatory oversight.

Manages time and referral sources to maintain a regular flow of sales through lead generation, follow up, presentation and closing cycle.

Prepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures.

Keeps current on all products and services offered through the WM area, demonstrates an in-depth knowledge of these products and services and is able to position and differentiate the corporation from industry competitors.

Continually recognizes the responsibility to promote FNTC products, services and image by being involved in community development and by participating and attending local community events.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

BA or BS

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

5

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

MS Word - Basic Level

MS Excel - Basic Level

MS PowerPoint - Basic Level

Experience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

CTFA or CFP designation preferred

Valid Drivers License

Physical Requirements or Work Conditions Beyond Traditional Office Work:

Frequent driving (car, van, truck)

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.