Wealth Trust Relationship Advisor

First National Bank Of Pennsylvania; Youngstown (OH); On-site; USD 80,000 - 110,000; Full time

Job summary

First National Bank Of Pennsylvania in Youngstown, OH seeks a Relationship Advisor 2 - Trust Services Group to deliver premium client service across trust and investment accounts. You will manage relationships, provide investment guidance, and ensure compliance with governing instruments and laws.

Strong communication, project management, and 5 years of related experience are required; CFP, CTFA or CWS licenses are preferred. Occasional travel to client sites may be required.

Qualifications

• BA or BS required.
• 5 years of job-related experience in trust/wealth management.
• CFP, CTFA or CWS licensure preferred or required.

Responsibilities

• Communicates with clients regularly regarding investment policy and services.
• Administers various trust and investment accounts in compliance with laws and policies.
• Provides investment oversight and guidance through reviews and updates.
• Identifies opportunities to enhance client relationships and assets.
• Ensures documentation complies with laws, policies and regulations.
• Supports risk management and adherence to company procedures.

Skills

Project management

Communication

Organizational skills

Interpersonal skills

Customer service

PC skills

MS Word

MS Excel

MS PowerPoint

Investment knowledge

Education

BA/BS

Job description

First National Bank Of Pennsylvania in Youngstown, OH seeks a Relationship Advisor 2 - Trust Services Group to deliver premium client service across trust and investment accounts. You will manage relationships, provide investment guidance, and ensure compliance with governing instruments and laws.

Strong communication, project management, and 5 years of related experience are required; CFP, CTFA or CWS licenses are preferred. Occasional travel to client sites may be required.