Wealth Advisor: High-Net-Worth Solutions

Fnb Online; Lancaster (Lancaster County); On-site; USD 60,000 - 80,000; Full time

Job summary

Fnb Online in Lancaster, PA is seeking a Wealth Advisor to drive new revenue for FNB Wealth Management. You will engage with clients, providing tailored financial solutions, and manage internal partnerships for organic sales opportunities. The ideal candidate will have 5+ years of financial services experience and a BA or BS degree. Familiarity with investment principles is required, and a CTFA or CFP designation is preferred. This role includes regular engagement with the community and compliance responsibilities.

Qualifications

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

Responsibilities

• Drive new revenue for FNB Wealth Management.
• Promote Wealth Management model to internal partners.
• Manage time and leads for organic sales opportunities.
• Prepare required documentation and reports for sales.

Skills

Project management

Communication

Organizational skills

Customer service

Analytical skills

Education

BA or BS degree

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Fnb Online in Lancaster, PA is seeking a Wealth Advisor to drive new revenue for FNB Wealth Management. You will engage with clients, providing tailored financial solutions, and manage internal partnerships for organic sales opportunities. The ideal candidate will have 5+ years of financial services experience and a BA or BS degree. Familiarity with investment principles is required, and a CTFA or CFP designation is preferred. This role includes regular engagement with the community and compliance responsibilities.