Wealth Advisor - HNW Solutions & Growth

First National Bank of Pennsylvania; State College (Centre County); On-site; USD 90,000 - 130,000; Full time

Job summary

First National Bank of Pennsylvania, State College, is seeking a Wealth Advisor to drive new revenue for FNB Wealth Management within an assigned region. You will deliver a consultative client experience and collaborate with the relationship team to present tailored investment solutions.

Responsibilities include promoting the WM model internally, meeting prospects, and managing a robust sales pipeline while staying compliant with regulatory standards.

Qualifications

• BA or BS required to perform primary responsibilities.
• Minimum 5 years of job-related experience.
• CTFA or CFP designation preferred.
• Valid driver's license required.

Responsibilities

• Promotes the Wealth Management model internally to develop leads.
• Sells investment services to clients, prospects, employees and influencers.
• Meets with prospects, identifies needs and presents solutions.
• Drives revenue to FNTC and FNBIA.
• Prepares documentation in compliance with regulations.
• Manages pipeline, reporting and business planning.

Skills

Project management

Communication skills

Organizational skills

Interpersonal skills

Customer service

MS Word basics

MS Excel basics

MS PowerPoint basics

Financial services experience

Investment principles knowledge

Education

BA or BS

Tools

MS Word basics

MS Excel basics

MS PowerPoint basics

Job description

First National Bank of Pennsylvania, State College, is seeking a Wealth Advisor to drive new revenue for FNB Wealth Management within an assigned region. You will deliver a consultative client experience and collaborate with the relationship team to present tailored investment solutions.

Responsibilities include promoting the WM model internally, meeting prospects, and managing a robust sales pipeline while staying compliant with regulatory standards.