Wealth Advisor - Erie, PA at F.N.B. Corporation

Erie, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Dec, 25

Salary

0.0

Posted On

29 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Communication Skills, Organizational Skills, Analytical Skills, Interpersonal Skills, Customer Service Skills, Financial Services, Sales, Investment Principles, Financial Concepts, MS Word, MS Excel, MS PowerPoint, CTFA, CFP

Industry

Banking

Description

Primary Office Location: 711 State Street. Erie, Pennsylvania. 16501. Join our team. Make a difference - for us and for your future. Position Title: Wealth Advisor Business Unit: WM - FNTC Reports to: Market Executive - Wealth Management Position Overview: This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assigned region. This individual will lead and deliver the new client experience to FNBWM clients through a consultative manner, as well as work closely with the client and FNBWM relationship team in developing the proposed solutions to be offered and presented to the client. Among the areas the individual will focus will be: Personal Wealth Management with a focus on HNW clientele. Institutional Wealth Management Retirement Plan Services – to include 401k and Pension plans Primary 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. 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. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level Experience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: CTFA or CFP designation preferred Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace. A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent. Sign up for Job Alerts: A simple and easy way to stay up to date on career opportunities available. Interested in a career with FNB Corporation but not finding something that currently aligns with your interests, background, or experience? You now have the ability to sign up for job alerts through your candidate profile. To enroll you will need to create or sign into your candidate profile and select "job alerts". By enrolling in job alerts, you will receive email notifications as opportunities come available that match your selected interests.

Responsibilities

The Wealth Advisor is responsible for driving new revenue for FNB Wealth Management and delivering a consultative client experience. This role involves promoting Wealth Management services, developing leads, and preparing necessary documentation for investment services.