Wealth Advisor - State College, PA

Primary Office Location

117 South Allen Street
State College, Pennsylvania 16801

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.
• Mets 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.

Skills Required

• 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.
• CTFA or CFP designation preferred.

Minimum Level of Education and Experience

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

Physical Requirements

Frequent driving (car, van, truck).

Equal Employment Opportunity

F.N.B. Corporation (FNB) and its affiliates are 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. FNB provides all applicants and employees a discrimination and harassment free workplace.