Wealth Advisor
3 weeks ago
Business Unit: WM - FNTC
Reports To: Managing Director of Trust and Investment Advisory Sales Group
Position Overview:
This position is primarily responsible for developing organic sales on behalf of First National Trust Company (FNTC) and First National Bank Investment Advisors Inc. (FNBIA) within an assigned region offering discretionary and non-discretionary investment management, trust related services, custodial services, financial planning, retirement planning, estate planning and institutional funds management through defined contribution and benefit plan services.
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.
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.
Minimum Education:
BA or BS
Minimum Years Experience:
3
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts.
Special Licenses and Certificates:
CTFA or CFP designation preferred.
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
-
Associate Financial Advisor
3 weeks ago
charlotte, United States Hobart Wealth Full timePosition Title: Associate Financial Advisor / Paraplanner Location: 7733 Ballantyne Commons Parkway, Charlotte, NC Reports To: Senior Wealth Manager Firm: Hobart Wealth ManagementPosition Overview Hobart Wealth, in independent private wealth firm, is seeking an Associate Financial Advisor to join our dedicated and exceptional team, working closely with a...
-
Associate Financial Advisor
3 weeks ago
Charlotte, United States Hobart Wealth Full timePosition Title: Associate Financial Advisor / Paraplanner Location: 7733 Ballantyne Commons Parkway, Charlotte, NC Reports To: Senior Wealth Manager Firm: Hobart Wealth ManagementPosition Overview Hobart Wealth, in independent private wealth firm, is seeking an Associate Financial Advisor to join our dedicated and exceptional team, working closely with a...
-
Associate Financial Advisor
3 weeks ago
Charlotte, United States Hobart Wealth Full timePosition Title: Associate Financial Advisor / Paraplanner Location: 7733 Ballantyne Commons Parkway, Charlotte, NC Reports To: Senior Wealth Manager Firm: Hobart Wealth ManagementPosition Overview Hobart Wealth, in independent private wealth firm, is seeking an Associate Financial Advisor to join our dedicated and exceptional team, working closely with a...
-
Associate Wealth Advisor
2 months ago
Charlotte, United States Jobot Full timeJob DescriptionJob DescriptionNew wealth advisory associate role with quickly growing national wealth management firm!This Jobot Job is hosted by: Chad RockwellAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $80,000 - $120,000 per yearA bit about us:We are a company that is passionate about improving the...
-
Associate Financial Advisor
2 weeks ago
Charlotte, NC, United States Hobart Wealth Full timePosition Title: Associate Financial Advisor / Paraplanner Location: 7733 Ballantyne Commons Parkway, Charlotte, NC Reports To: Senior Wealth Manager Firm: Hobart Wealth ManagementPosition Overview Hobart Wealth, in independent private wealth firm, is seeking an Associate Financial Advisor to join our dedicated and exceptional team, working closely with a...
-
Senior Consultant – Wealth Management
7 days ago
Charlotte, United States Infosys Consulting Full timeSenior Consultant – Wealth Management & Trust, Infosys ConsultingThe Role – What You’ll DoYou will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of world class product management team which will help drive innovation and improved user experience in wealth...
-
Wealth Management Associate
4 weeks ago
Charlotte, North Carolina, United States Jobot Full timeNew Wealth Advisory RoleWe are seeking an Associate Advisor to join our team at Jobot. As a key member of our client service team, you will assist in managing client relationships, develop financial plans, and prepare investment analysis. This role offers a unique opportunity to gain experience in wealth management, financial planning, and client service.Key...
-
charlotte, United States Infosys Consulting Full timeSenior Consultant – Wealth Management & Trust, Infosys ConsultingThe Role – What You’ll DoYou will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of world class product management team which will help drive innovation and improved user experience in wealth...
-
Executive Coverage Advisor
4 weeks ago
Charlotte, North Carolina, United States Bank of America Full timeJob Title: Executive Coverage AdvisorJob Summary:We are seeking an experienced Executive Coverage Advisor to join our team at Bank of America. As an Executive Coverage Advisor, you will be responsible for providing exceptional client service and coverage to Bank of America Executives.Key Responsibilities:Develop an in-depth understanding of clients' needs,...
-
Marketing Assistant
4 weeks ago
Charlotte, United States Modera Wealth Management Full timeAbout Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry...
-
Marketing Assistant
3 weeks ago
Charlotte, United States Modera Wealth Management Full timeAbout Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry...
-
Marketing Assistant
3 weeks ago
Charlotte, United States Modera Wealth Management Full timeAbout Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry...
-
Wealth Management Service Specialist
5 months ago
Charlotte, United States United Community Bank Full timeSUMMARY The Service Specialist is responsible for the day-to-day activities and interaction between the client and United Community Wealth in terms of establishment of documentation, accounts, maintenance, and servicing of the relationship. The Service Specialist is also responsible for maintaining a high level of knowledge of products, services, and...
-
Wealth Management Service Specialist
4 weeks ago
Charlotte, North Carolina, United States United Community Bank Full timeJob SummaryAt United Community Wealth, we are seeking a highly skilled and experienced Service Specialist to join our team. This is a full-time position that requires schedule flexibility to work evenings and weekends as needed. The ideal candidate will have a strong background in customer service and a passion for delivering exceptional service to...
-
Financial Advisor
4 weeks ago
Charlotte, United States Vanguard Full timeJob DescriptionResponsibilities: Vanguard Personal Advisor Select® advisors are responsible for establishing, growing, and maintaining trusting, long-term advised relationships. They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax management strategies,...
-
Finance Sr. Manager
2 weeks ago
Charlotte, United States WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a Sr. Finance ManagerAbout this role:Wells Fargo is seeking a Sr. Finance Manager to lead the Advisor Compensation Finance team for Client Relationship Group in Wealth & Investment Management as part of Wells Fargo Advisors.In this role, you will:Manage and develop a team focused on financial support for advisor...
-
Senior Financial Advisor
4 weeks ago
Charlotte, United States Vanguard Full timeJob DescriptionAbout this job: Vanguard’s mission is “to take a stand for all investors, to treat them fairly, and to give them the best change for investment success.” By joining the Vanguard Personal Advisor Select® team, advisors drive our mission forward every day by providing personalized investment strategies and financial planning expertise...
-
Finance Sr. Manager
1 week ago
Charlotte, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a Sr. Finance ManagerAbout this role:Wells Fargo is seeking a Sr. Finance Manager to lead the Advisor Compensation Finance team for Client Relationship Group in Wealth & Investment Management as part of Wells Fargo Advisors.In this role, you will:Manage and develop a team focused on financial support for advisor...
-
Financial Advisor
6 months ago
Charlotte, United States Northwestern Mutual Full timeGET MORE OUT OF YOUR CAREERChoose a career where changing and impacting someone else’s life for the better is also life-changing for you – personally, professionally, and financially.FINANCIAL PLANNING WITH NORTHWESTERN MUTUALAre you looking for more fulfillment from your career? Are you experiencing some career frustrations or simply hit a ceiling?...
-
Charlotte, North Carolina, United States New York Life Charlotte Full timeJob OverviewAs a seasoned marketing director, you have a proven track record of driving growth, building strong relationships, and delivering exceptional results. Now, take your career to the next level by transitioning into a licensed financial professional advisor role. In this exciting opportunity, you will leverage your strong account management skills,...
