Wealth Advisor

Jobtailor; North Carolina; On-site; USD 90,000 - 140,000; Full time

Job summary

FNB Wealth Management is seeking an experienced professional to drive new revenue and deliver superior client experiences within an assigned region. You will work consultatively with clients and the relationship team to develop tailored wealth solutions, including retirement plan services and high-net-worth strategies.

The role requires strong project management, communication, and analytical skills, plus a background in financial services sales.

Qualifications

• BA or BS degree
• Minimum 5 years of job-related experience
• Excellent project management and communication skills
• Experience in financial services or sales
• CTFA or CFP designation preferred
• Legally authorized to work in the U.S.
• Valid driver\'s license
• Basic MS Word/Excel/PowerPoint proficiency

Responsibilities

• Drive new revenue for FNB Wealth Management within an assigned region
• Lead and deliver the new client experience through a consultative approach
• Collaborate with clients and the FNB Wealth Management relationship team to develop proposed solutions
• Focus on personal wealth management for high-net-worth clients, institutional wealth management, and retirement plan services including 401(k) and pension plans
• Promote the Wealth Management model to internal business partners and develop organic sales opportunities
• Sell investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders, and other potential referral sources
• Meet with prospects, identify needs, and present solutions
• Prepare required documentation for investment services and product sales in compliance with company and regulatory requirements
• Manage referral sources and the lead-generation, follow-up, presentation, and closing cycle
• Prepare internal activity, expense, pipeline management, business planning, sales activity, organic sales, and external Center of Influence calling-effort reports
• Maintain current knowledge of Wealth Management products and services and differentiate the corporation from competitors
• Promote FNTC products, services, and image through community development and local community events
• Perform other related duties and projects as assigned
• Understand, report, respond to, manage, and monitor daily business risks in accordance with F.N.B. Corporation\'s risk management program
• Adhere to regulatory laws, guidelines, and company procedures

Skills

Project management

Communication

Organizational skills

Analytical skills

Interpersonal skills

Customer service

MS Word

MS Excel

MS PowerPoint

Financial services sales

Investment principles

Lead generation

Education

BA or BS degree

Tools

MS Word

MS Excel

MS PowerPoint

Job description

• Drive new revenue for FNB Wealth Management within an assigned region
• Lead and deliver the new client experience through a consultative approach
• Collaborate with clients and the FNB Wealth Management relationship team to develop proposed solutions
• Focus on personal wealth management for high-net-worth clients, institutional wealth management, and retirement plan services including 401(k) and pension plans
• Promote the Wealth Management model to internal business partners and develop organic sales opportunities
• Work with internal bank and external networks to develop leads
• Sell investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders, and other potential referral sources
• Meet with prospects, identify needs, and present solutions
• Prepare required documentation for investment services and product sales in compliance with company and regulatory requirements
• Manage referral sources and the lead-generation, follow-up, presentation, and closing cycle
• Prepare internal activity, expense, pipeline management, business planning, sales activity, organic sales, and external Center of Influence calling-effort reports
• Maintain current knowledge of Wealth Management products and services and differentiate the corporation from competitors
• Promote FNTC products, services, and image through community development and local community events
• Perform other related duties and projects as assigned
• Understand, report, respond to, manage, and monitor daily business risks in accordance with F.N.B. Corporation's risk management program
• Adhere to regulatory laws, guidelines, and company procedures

Requirements

• BA or BS
• Minimum 5 years of job-related experience
• Excellent project management skills
• Excellent written and verbal communication skills
• Excellent organizational, analytical and interpersonal skills
• Excellent customer service skills
• Basic-level MS Word proficiency
• Basic-level MS Excel proficiency
• Basic-level MS PowerPoint proficiency
• Experience in financial services or sales
• In-depth knowledge and understanding of investment principles and financial concepts
• Valid driver's license
• Legally authorized to work in the U.S.
• CTFA or CFP designation preferred

Core Competencies

Demonstrates expertise in Wealth Management, focusing on high-net-worth clients and institutional services, while effectively managing client relationships and driving revenue growth. Proficient in investment principles and financial concepts, with strong project management and communication skills.

Highest-signal resume keywords

• Wealth Management
• Investment Principles
• Project Management
• Client Relationship Management
• Financial Services Sales

Hard Skills

• Investment Services
• Financial Concepts
• Sales Activity Management
• Documentation Preparation
• Lead Generation

Soft Skills

• Excellent Communication Skills
• Organizational Skills
• Analytical Skills
• Interpersonal Skills
• Customer Service Skills

Certifications & Qualifications

• CTFA
• CFP

Industry Keywords

• Wealth Management Products
• 401(k) Plans
• Pension Plans
• Regulatory Compliance
• Risk Management

Tools & Technologies

• MS Word
• MS Excel
• MS PowerPoint