Portfolio Advisor

Primary Office Location

One F.N.B. Boulevard
Hermitage, Pennsylvania 16148

Position Overview

This position is primarily responsible for managing and expanding an assigned group of complex, 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 complex, 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 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.
• Solves client’s various financial needs through cross-sell opportunities.
• Applies an expert 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.
• Composes written and verbal presentations effectively with both internal and external clients, prospects and in external speaking engagements.
• 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 and Experience

• BA or BS
• 5 years of job-related experience

Skills Required

• Excellent project management skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Excellent customer service skills
• Basic level proficiency in MS Word
• Intermediate level proficiency in MS Excel
• Basic level proficiency in MS PowerPoint
• MBA or CFA preferred

Physical Requirements

Frequent driving (car, van, truck)

Equal Employment Opportunity

F.N.B. Corporation (FNB) and its affiliates do not 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.