Wealth Advisor — HNW & Retirement Solutions

F.N.B. Corporation; Charlotte (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

F.N.B. Corporation in Charlotte, NC is seeking a Wealth Advisor to drive new revenue within the FNB Wealth Management team. You will deliver a consultative client experience and partner with the relationship team to tailor investment solutions.

The ideal candidate has a BA or BS, 5 years of related experience in financial services or sales, and strong communication, organizational and analytical skills. Licensure such as CTFA or CFP is preferred; a valid driver's license is required; frequent

Qualifications

• BA or BS required.
• 5 years of related experience.
• Experience in financial services or sales and knowledge of investment principles.

Responsibilities

• Promotes the Wealth Management (WM) model internally to develop organic sales opportunities.
• Sells investment services to clients, prospects, employees, Centers of Influence and others.
• Prepares required documentation compliant with company and regulatory oversight.

Skills

Project management

Written communication

Verbal communication

Analytical skills

Interpersonal skills

Customer service skills

Investment concepts

Education

BA or BS

Tools

MS Word (Basic)

MS Excel (Basic)

MS PowerPoint (Basic)

Job description

F.N.B. Corporation in Charlotte, NC is seeking a Wealth Advisor to drive new revenue within the FNB Wealth Management team. You will deliver a consultative client experience and partner with the relationship team to tailor investment solutions.

The ideal candidate has a BA or BS, 5 years of related experience in financial services or sales, and strong communication, organizational and analytical skills. Licensure such as CTFA or CFP is preferred; a valid driver's license is required; frequent