Wealth Advisor: Grow Revenue & Client Impact

First National Bank; State College (Centre County); On-site; USD 95,000 - 140,000; Full time

Job summary

First National Bank is seeking a Wealth Advisor to drive new revenue in the WM division. You will deliver a consultative client experience, partner with the relationship team, and present proposed investment solutions. Focus areas include Personal and Institutional Wealth Management and retirement plan services.

You will develop internal opportunities, manage leads and pipeline, and stay current on WM products to differentiate FNB. Requires BA/BS and 5 years' experience.

Qualifications

• BA or BS.
• 5 years of job related experience.
• Licensures required or preferred: CTFA or CFP designation preferred.
• Valid driver's license.
• Experience in financial services or sales with knowledge of investment principles.

Responsibilities

• Drives new revenue for FNB Wealth Management within an assigned region.
• Lead and deliver the new client experience in a consultative manner.
• Develop proposed solutions with clients and the relationship team.
• Promote WM model internally and develop organic sales opportunities.
• Prepare required documentation in compliance with policy and regulation.
• Manage time, leads, pipeline, and reporting monthly.

Skills

Project management

Communication

Organization

Interpersonal skills

Customer service

MS Word

MS Excel

MS PowerPoint

Investment concepts

Education

BA or BS

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank is seeking a Wealth Advisor to drive new revenue in the WM division. You will deliver a consultative client experience, partner with the relationship team, and present proposed investment solutions. Focus areas include Personal and Institutional Wealth Management and retirement plan services.

You will develop internal opportunities, manage leads and pipeline, and stay current on WM products to differentiate FNB. Requires BA/BS and 5 years' experience.