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Portfolio Advisor

1 week ago

Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full time
Primary Office Location:One North Shore Center. Pittsburgh, Pennsylvania Join our team. Make a difference - for us and for your future.

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Position Title: Portfolio Advisor 2

Business Unit: WM - FNTC

Reports to: Senior Portfolio Advisor

Position Overview:

This position is primarily responsible for managing and expanding an assigned group of high-net-worth investment portfolios for individual and institutional clients (Revocable Trusts, Irrevocable Trusts, Agency Accounts, Individual Retirement Accounts, Pension Plans, Foundations and Endowments).

Primary Responsibilities:

Manages a group of high-net-worth investment portfolios for individuals and institutions according to the corporation's investment policies and procedures.Defines each client's service expectations and strives to exceed those expectations.

Coordinates with the appropriate wealth management team members to develop an investment policy statement defining client risk tolerances and investment objectives. Initiates changes to investment portfolios to coincide with changes in client objectives or corporate asset allocation or tactical recommendations.

Expands the book of business by identifying opportunities within the assigned group of accounts. Works with Client Advisors, Wealth Advisors and centers of influence (internal and external) to attract new wealth clients to the corporation.Identifies cross-sell opportunities where appropriate to solve client's various financial needs.

Applies a working knowledge of portfolio management, revocable trusts, irrevocable trusts, pensions, individual retirement accounts, foundations and endowments, equity and fixed income markets, economics, asset allocation and trading.

Completes all required corporate training in a timely manner.Completes compliance and required regulatory requirements associated with the assigned book of business in a timely manner.

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:

3

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

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Progress towards an MBA or CFA

Working knowledge of foundations and endowments, individual retirement accounts, pension plans and income and capital gains tax

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

CFA preferred. Obtain a series 65 License within 60 days of hire

Physical Requirements or Work Conditions Beyond Traditional Office Work:

Frequent driving (car, van, truck)


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.