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F.N.B. Corporation · 17 hours ago

Wealth Advisor

Charlotte, NC

Full-time

Onsite

Senior Level

5+ years exp

F.N.B. Corporation is a financial services company seeking a Wealth Advisor to drive new revenue within an assigned region. The role focuses on personal and institutional wealth management, as well as retirement plan services, while promoting the company's wealth management model and developing client relationships.

BankingFinanceFinancial Services

Responsibilities

Promotes the Wealth Management (WM) Model internally to internal business partners to develop organic sales opportunities

Works with internal bank and external network to develop leads for WM

Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation

Meets with prospects, identifies needs and presents solutions

Drives revenue to FNTC and FNBIA

Prepares all associated and required documentation in conjunction with sales of investment services and products in a manner compliant with company and regulatory oversight

Manages time and referral sources to maintain a regular flow of sales through lead generation, follow up, presentation and closing cycle

Prepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures

Keeps current on all products and services offered through the WM area, demonstrates an in-depth knowledge of these products and services and is able to position and differentiate the corporation from industry competitors

Continually recognizes the responsibility to promote FNTC products, services and image by being involved in community development and by participating and attending local community events

Performs other related duties and projects as assigned

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program

Qualification

Financial services experienceInvestment principles knowledgeCTFACFP designationCustomer service skillsProject management skillsCommunication skillsMS WordMS ExcelMS PowerPointAnalytical skillsOrganizational skillsInterpersonal skills