Wealth Advisor for High-Net-Worth Clients

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

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.