Wealth Advisor

F.N.B. Corporation; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

F.N.B. Corporation in Charlotte, NC, seeks a professional to drive new revenue for Wealth Management. In this role, you will promote investment services and work with clients to deliver tailored solutions.

The ideal candidate will have at least 5 years of experience in financial services, a BA or BS degree, and excellent communication skills. The position requires a commitment to compliance and participation in community development activities.

Qualifications

• 5+ years of experience in financial services or sales.
• Ability to identify needs and present solutions.
• Must possess a valid Driver's License.

Responsibilities

• Promotes the Wealth Management Model to develop sales.
• Sells investment services to clients and prospects.
• Prepares documentation for sales in compliance with regulations.
• Manages time and referral sources for sales flow.
• Reports and manages sales activities and pipeline.

Skills

Excellent project management skills

Excellent communication skills

Excellent organizational skills

Excellent analytical skills

Excellent interpersonal skills

Basic MS Word

Basic MS Excel

Basic MS PowerPoint

Experience in financial services

In-depth knowledge of investment principles

Education

BA or BS

Job description

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.

• 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
• 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