Wealth Advisor: HNW & Retirement Plan Solutions

F.N.B. Corporation; Greenville (SC); On-site; USD 90,000 - 140,000; Full time

Job summary

F.N.B. Corporation is seeking a Wealth Advisor to drive new revenue in Wealth Management. The role focuses on high-net-worth clients, retirement services, and institutional wealth management, working with the WM team to deliver tailored investment solutions.

You will develop leads, present proposed solutions, and collaborate with the relationship team to enhance client experience and growth for the assigned region.

Qualifications

• BA or BS required.
• 5 years of related experience.
• Strong communication, project management, and interpersonal skills.
• CTFA or CFP designation preferred; valid driver's license.

Responsibilities

• Promotes the Wealth Management model to internal partners to develop organic sales opportunities.
• Sells investment services to clients, prospects, employees and Centers of Influence with regulatory compliance.
• Prepares documentation for investment services sales and maintains regulatory oversight.
• Manages time and referral sources to sustain a regular sales flow including pipeline, reporting and planning.
• Keeps current on WM products and positions the company against competitors.
• Promotes FNTC products and participates in community events.

Skills

Project management

Communication

Organizational skills

Interpersonal skills

Customer service

Investment principles

Education

BA or BS

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation is seeking a Wealth Advisor to drive new revenue in Wealth Management. The role focuses on high-net-worth clients, retirement services, and institutional wealth management, working with the WM team to deliver tailored investment solutions.

You will develop leads, present proposed solutions, and collaborate with the relationship team to enhance client experience and growth for the assigned region.