Wealth Advisor

First National Bank
United States, South Carolina, Greenville
101 East Washington Street (Show on map)
Oct 17, 2024
Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future.n Position Title: Wealth Advisor Business Unit: WM - FNTC Reports To: Managing Director of Trust and Investment Advisory Sales Group Position Overview: This position is primarily responsible for developing organic sales on behalf of First National Trust Company (FNTC) and First National Bank Investment Advisors Inc. (FNBIA) within an assigned region offering discretionary and non-discretionary investment management, trust related services, custodial services, financial planning, retirement planning, estate planning and institutional funds management through defined contribution and benefit plan services. 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. Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines. 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 Education: BA or BS Minimum Years Experience: 3 Special Skills: 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 Experience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts. Special Licenses and Certificates: CTFA or CFP designation preferred. Physical Requirements: N/A 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.