Wealth Advisor

First National Trust Company; Charlotte (NC); On-site; USD 90,000 - 160,000; Full time

Job summary

First National Trust Company in Charlotte, NC seeks a Wealth Advisor to drive new revenue for FNB Wealth Management within a defined region. You will lead the new client experience consultatively with the client and WM relationship team, focusing on high-net-worth clientele and retirement plan services.

You will develop organic sales opportunities, collaborate with internal partners, and present tailored investment solutions while maintaining regulatory compliance and detailed activity reporting.

Qualifications

• 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.

Responsibilities

• Promotes the WM model to internal partners to develop organic sales opportunities.
• Sells investment services to clients and prospects, employees and centers of influence.
• Meets with prospects, identifies needs and presents solutions.
• Drives revenue to FNTC and FNBIA.
• Prepares documentation for sales of investment services and products in a compliant manner.
• Manages time and referral sources for a steady sales flow.

Skills

Project management

Communication

Organization

Customer service

MS Word

MS Excel

MS PowerPoint

Investment knowledge

Education

BA/BS

Job description

Primary Office Location:

401 S Graham St. Charlotte, North Carolina. 28202.

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.

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.

About Us

A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.