Wealth Advisor: Grow Client Portfolios & Wealth

fnbcorp; Monroeville (Allegheny County); On-site; USD 55,000 - 85,000; Full time

Job summary

F.N.B. Corporation in Monroeville, PA seeks a Financial Advisor to support the bank’s wealth management goals. You will manage existing clients, pursue new business, and cross-sell investment products while maintaining licensing and compliance. Strong communication and client-service skills are essential for success.

The role emphasizes relationship-building, adherence to FINRA requirements, and collaboration across Trust, Insurance, and lending lines to optimize client outcomes.

Qualifications

• 3 years of related experience.
• Licenses: Life/Health and FINRA Series 7, 63 & 65 or S66.

Responsibilities

• Manages and services existing clients and Bank customers and builds stronger relationships by learning financial needs and offering appropriate products.
• Pursues acquisition of new clients from internal referrals and external sources selling investment products.
• Identifies opportunities for cross-referral to Trust, Insurance or loans when appropriate.
• Maintains client files and completes Continuing Education (CE) and FINRA licensing requirements.
• Follows regulations and supports risk management within the Wealth Management group.

Skills

Management skills

Communication skills

Organizational skills

Interpersonal skills

Customer service

PC skills

MS Word

MS Excel

MS PowerPoint

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation in Monroeville, PA seeks a Financial Advisor to support the bank’s wealth management goals. You will manage existing clients, pursue new business, and cross-sell investment products while maintaining licensing and compliance. Strong communication and client-service skills are essential for success.

The role emphasizes relationship-building, adherence to FINRA requirements, and collaboration across Trust, Insurance, and lending lines to optimize client outcomes.