About this opportunity
First National Bank of Pennsylvania lists this Wealth Advisor opportunity in lancaster, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Primary Office Location:
1650 Crooked Oak Drive Suite 320. Lancaster, Pennsylvania. 17601. 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.
FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.