Wealth Advisor

First National Trust Company; Charlotte (NC); On-site; USD 90,000 - 140,000; Full time

Job summary

First National Trust Company is seeking a Wealth Advisor to drive new revenue within an assigned region. You will lead the client experience for FNB Wealth Management, collaborating with the relationship team to tailor solutions for HNW clients.

Ideal candidates have a BA/BS and at least 5 years in financial services sales, with strong communication and project management skills. A CFP/CTFA designation is preferred along with an active driver's license.

Qualifications

• BA or BS required.
• Minimum 5 years of job-related experience.
• CTFA or CFP designation preferred; valid driver's license.

Responsibilities

• Promotes the Wealth Management model internally to develop organic sales opportunities.
• Sells investment services directly and via network to clients and prospects.
• Meets with prospects, identifies needs, and presents suitable solutions.
• Manages reporting, pipeline, and business planning activities monthly.

Skills

Excellent project management skills

Excellent communication skills

Excellent organizational, analytical &

Education

Bachelor's degree (BA/BS)

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location

Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future.

Position Information

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

BA or BS

Minimum # of Years of Job Related Experience Required

5

Skills Required

• 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

CTFA or CFP designation preferred Valid Drivers License

Physical Requirements or Work Conditions

Frequent driving (car, van, truck)

Equal Employment Opportunity

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.

Company Culture

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.