Portfolio Advisor 2 - Erie, PA

Primary Office Location

711 State Street.
Erie, Pennsylvania.
16501.

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.
• Coincides changes to investment portfolios 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.

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

Physical Requirements Or Work Conditions Beyond Traditional Office Work

Frequent driving (car, van, truck)

Equal Employment Opportunity (EEO)

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.