Wealth Advisor for High-Net-Worth Clients

F.N.B. Corporation; Lancaster (Lancaster County); On-site; USD 70,000 - 90,000; Full time

Job summary

F.N.B. Corporation is seeking a Wealth Advisor based in Lancaster, Pennsylvania, responsible for driving new revenue and managing client relations in Wealth Management. Ideal candidates should have a BA or BS, with over 5 years of experience in financial services and a strong knowledge of investment concepts.

The position emphasizes promoting FNB Wealth Management's services, ensuring regulatory compliance, and actively participating in community engagements.

Preferred qualifications include CTFA or CFP certification and strong project management skills.

Qualifications

• 5+ years of experience in financial services or sales.
• In-depth knowledge of investment principles and financial concepts.

Responsibilities

• Drive new revenue for FNB Wealth Management.
• Promote Wealth Management model and develop organic sales.
• Sell investment services to various stakeholders.
• Maintain documentation for compliance and reporting.
• Stay updated on products and services offered.

Skills

Project management

Communication skills

Organizational skills

Analytical skills

Interpersonal skills

Customer service

MS Word

MS Excel

MS PowerPoint

Financial services knowledge

Education

BA or BS

Job description

F.N.B. Corporation is seeking a Wealth Advisor based in Lancaster, Pennsylvania, responsible for driving new revenue and managing client relations in Wealth Management. Ideal candidates should have a BA or BS, with over 5 years of experience in financial services and a strong knowledge of investment concepts.

The position emphasizes promoting FNB Wealth Management's services, ensuring regulatory compliance, and actively participating in community engagements.

Preferred qualifications include CTFA or CFP certification and strong project management skills.