Wealth Advisor: HNW & Retirement Plans Specialist

First National Trust Company; Charlotte (NC); On-site; USD 90,000 - 160,000; Full time

Job summary

First National Trust Company in Charlotte, NC seeks a Wealth Advisor to drive new revenue for FNB Wealth Management within a defined region. You will lead the new client experience consultatively with the client and WM relationship team, focusing on high-net-worth clientele and retirement plan services.

You will develop organic sales opportunities, collaborate with internal partners, and present tailored investment solutions while maintaining regulatory compliance and detailed activity reporting.

Qualifications

• Excellent project management skills.
• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical and interpersonal skills.
• Excellent customer service skills.
• MS Word - Basic Level.
• MS Excel - Basic Level.
• MS PowerPoint - Basic Level.
• Experience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts.

Responsibilities

• Promotes the WM model to internal partners to develop organic sales opportunities.
• Sells investment services to clients and prospects, employees and centers of influence.
• Meets with prospects, identifies needs and presents solutions.
• Drives revenue to FNTC and FNBIA.
• Prepares documentation for sales of investment services and products in a compliant manner.
• Manages time and referral sources for a steady sales flow.

Skills

Project management

Communication

Organization

Customer service

MS Word

MS Excel

MS PowerPoint

Investment knowledge

Education

BA/BS

Job description

First National Trust Company in Charlotte, NC seeks a Wealth Advisor to drive new revenue for FNB Wealth Management within a defined region. You will lead the new client experience consultatively with the client and WM relationship team, focusing on high-net-worth clientele and retirement plan services.

You will develop organic sales opportunities, collaborate with internal partners, and present tailored investment solutions while maintaining regulatory compliance and detailed activity reporting.