Wealth Advisor

First National Bank; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Wealth Advisor to drive organic sales and manage client relationships. This role involves promoting investment services, preparing compliance documentation, and participating in community events to enhance the bank's presence. Ideal candidates will have a BA/BS and at least 3 years of relevant experience.

Qualifications

• Minimum 3 years of experience in financial services or sales.
• CTFA or CFP designation preferred.
• In-depth knowledge of investment principles and financial concepts.

Responsibilities

• Develop organic sales opportunities through collaboration.
• Sell investment services and prepare documentation.
• Participate in community development and events.

Skills

Project Management

Communication

Organizational

Analytical

Interpersonal

Customer Service

Education

BA or BS

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location:

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

Join our team. Make a difference - for us and for your future.

Position Title:

Wealth Advisor

Business Unit:

WM - FNTC

Reports To:

Managing Director of Trust and Investment Advisory Sales Group

Position Overview:

This position is primarily responsible for developing organic sales on behalf of First National Trust Company (FNTC) and First National Bank Investment Advisors Inc. (FNBIA) within an assigned region offering discretionary and non-discretionary investment management, trust related services, custodial services, financial planning, retirement planning, estate planning, and institutional funds management through defined contribution and benefit plan services.

Primary Responsibilities:

1. Promotes the Wealth Management (WM) Model internally to develop organic sales opportunities. Collaborates with internal bank and external network to generate leads for WM.
2. Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders, and others influencing potential customers to positively impact financial results. Meets with prospects, identifies needs, and presents solutions. Drives revenue to FNTC and FNBIA.
3. Prepares all required documentation related to sales of investment services and products, ensuring compliance with company and regulatory standards.
4. Manages time and referral sources to maintain a steady flow of sales through lead generation, follow-up, presentation, and closing activities.
5. Prepares internal activity reports, expense reports, pipeline management, business plans, and sales activity reports, including organic sales and external Center of Influence calling efforts, on a monthly basis.
6. Keeps current on all products and services offered in the WM area, demonstrating in-depth knowledge and ability to differentiate the corporation from competitors.
7. Participates in community development and attends local community events to promote FNTC products, services, and image.

Adopts and practices the principles of the F.N.B. Wealth Management Leadership Doctrine and Best Practices Coaching guidelines. Performs other duties as assigned. All employees serve as risk managers for their businesses by understanding and managing risks as per F.N.B. Corporation's risk management program.

F.N.B. Corporation emphasizes compliance with all regulatory laws and company procedures as a core part of every role.

Minimum Education:

BA or BS

Minimum Years Experience:

3

Special Skills:

• Excellent project management, communication (both written and verbal), organizational, analytical, interpersonal, and customer service skills.
• Proficiency in using a personal computer and software: MS Word (Basic), MS Excel (Intermediate), MS PowerPoint (Basic).
• Experience in financial services or sales, with in-depth knowledge of investment principles and financial concepts.

Special Licenses and Certificates:

CTFA or CFP designation preferred.

Physical Requirements:

N/A

Equal Employment Opportunity (EEO):

FNB is committed to a discrimination and harassment-free workplace, prohibiting discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.