Wealth Management Professional

4 days ago

Greenville, South Carolina, United States F.N.B. Corporation Full time
Job Summary:

This position is responsible for developing organic sales on behalf of F.N.B. Corporation within an assigned region. The successful candidate will promote the Wealth Management (WM) Model internally to internal business partners to develop organic sales opportunities. They will work with internal bank and external network to develop leads for WM and sell 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.

Key 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 F.N.B. Corporation.
• 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 F.N.B. Corporation products, services and image by being involved in community development and by participating and attending local community events.

Requirements:

• BA or BS degree.
• 3 years of experience in financial services or sales and in-depth knowledge and understanding of investment principles and financial concepts.
• 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.
• CTFA or CFP designation preferred.

Equal Employment Opportunity (EEO):

F.N.B. Corporation is an equal opportunity employer and welcomes applications from diverse candidates. It is the policy of F.N.B. Corporation 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.

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