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F.N.B. Corporation · 1 day ago

Relationship Advisor Retirement Services

Cleveland, OH

Full-time

Onsite

Senior Level

7+ years exp

F.N.B. Corp. is seeking a Relationship Advisor 3 for their Retirement Services Group. This role is primarily responsible for providing high-quality service to various clients, managing investment relationships, and ensuring client satisfaction and retention.

BankingFinanceFinancial Services

Responsibilities

Prepares and presents group and individual employee education meetings

Provides retirement industry expertise to the plan committee and the participants. Identifies and matches client and participant needs with the corporation's lines of business services

Coordinates overall service and interfaces with record keepers and third party administrators as appropriate

Maintains collaborative relationships with portfolio managers without actual portfolio management responsibilities. Works closely with portfolio managers to discuss investment needs of client and manages accordingly. Provides investment oversight and guidance by providing industry updates, investment reviews and plan updates

Proactively seeks opportunities either through enhancement of current client accounts or acquisition of new clients

Stays current on regulatory changes and identifies changes in laws which will affect assigned accounts and reports these changes to assigned manager

Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines

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

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions

Qualification

Financial services experienceInvestment products knowledgeProject managementCustomer serviceERISA laws knowledgeCommunication skillsOrganizational skillsMS WordMS ExcelMS PowerPointAnalytical skillsInterpersonal skills