Wealth Advisor

First National Bank of Pennsylvania; Lancaster (Lancaster County); On-site; USD 90,000 - 150,000; Full time

Job summary

First National Bank of Pennsylvania is hiring a Wealth Advisor in Lancaster. You will drive new revenue, deliver the client experience consultatively, and collaborate with the WM relationship team to develop tailored solutions.

You will focus on HNW individuals and retirement services, manage leads, present investment options, and ensure compliant documentation and reporting. This role requires strong communication and project management skills and a willingness to travel locally.

Qualifications

• BA or BS degree required.
• 5 years of related experience.
• Experience in financial services or sales and knowledge of investment principles.

Responsibilities

• Promotes WM model and generates organic sales opportunities.
• Meets with clients and prospects to identify needs and present solutions.
• Prepares documentation for sale of investment services in compliance with regulations.
• Manages pipeline, reporting and monthly activity, including CoI calls.
• Maintains current knowledge of WM products and differentiates FNB from competitors.

Skills

Project management

Communication skills

Organization & analytics

Customer service

MS Word

MS Excel

MS PowerPoint

Financial services knowledge

Education

Bachelor's degree

Job description

Primary Office Location:1650 Crooked Oak Drive Suite 320. Lancaster, Pennsylvania. 17601.

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

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.