Wealth Advisor – HNW Client Solutions & Growth

fnbcorp

State College (Centre County)

On-site

USD 90,000 - 140,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

F.N.B. Corporation’s Wealth Management division seeks a Wealth Advisor in State College, PA, to drive new revenue within an assigned region.

You will lead the new client experience consultatively, collaborating with the client and WM relationship team to present proposed solutions. You will focus on Personal and Institutional Wealth Management, including retirement plan services, and work with internal partners and external networks to generate opportunities and convert them into revenue for

Qualifications

BA or BS required to perform the primary responsibilities.
Minimum 5 years of job-related experience required.
Strong communication, organizational, analytical and interpersonal skills.

Responsibilities

Promotes the Wealth Management (WM) model internally to internal partners to develop organic sales opportunities.
Sells investment services directly and indirectly to clients, prospects, employees and Centers of Influence.
Manages time and referrals to maintain a regular flow of sales through lead generation, follow-up, presentation and closing.
Prepares reporting, expense and pipeline management and business planning reports monthly.
Keeps current on all WM products and services and differentiates the corporation from competitors.