Wealth Advisor: Grow Client Wealth & Invest Solutions

FNB; Pittsburgh (Allegheny County); On-site; USD 65,000 - 95,000; Full time

Job summary

F.N.B. Corporation (FNB) seeks a Financial Advisor to support client relationships and growth within Wealth Management. You will service existing clients, assess financial needs, and present suitable investment products while complying with FINRA/licensing requirements.

Ideal candidates have a high school diploma, 3 years of related experience, and strong communication, organizational, and analytical skills. Proficiency in MS Office is expected. EOE.

Qualifications

• High school diploma or GED required.
• 3 years of related financial services experience.
• Strong management and leadership abilities.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and interpersonal skills.
• Proficient PC skills with Microsoft Office (Word, Excel, PowerPoint).

Responsibilities

• Maintain and service existing clients and relationships; identify needs and offer appropriate products.
• Pursue new client acquisition from internal referrals and external sources.
• Identify opportunities and refer to other lines of business such as Trust, Insurance or loans.
• Mentor Associate Financial Advisors on customer profiling, sales skills, and goal attainment.
• Cross-refer customers to Retail and other bank products.
• Maintain client files and keep FINRA licensing current.
• Ensure compliance with regulations and corporate procedures.

Skills

Customer service

Communication

Organizational skills

Analytical skills

Interpersonal skills

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 (FNB) seeks a Financial Advisor to support client relationships and growth within Wealth Management. You will service existing clients, assess financial needs, and present suitable investment products while complying with FINRA/licensing requirements.

Ideal candidates have a high school diploma, 3 years of related experience, and strong communication, organizational, and analytical skills. Proficiency in MS Office is expected. EOE.