Wealth Advisor

Drive new revenue for FNB Wealth Management by promoting the Wealth Management model internally and developing leads through internal bank and external network partnerships. Meet with prospects, identify needs, and present solutions for personal wealth management, institutional wealth management, and retirement plan services including 401k and pension plans. Sell investment services directly and indirectly to clients, prospects, employees, and community leaders while preparing all associated documentation compliant with regulatory oversight. Manage time and referral sources to maintain a regular flow of sales through lead generation, follow-up, presentation, and closing cycles. Prepare monthly internal activity reporting, expense reporting, pipeline management, business planning reports, and sales activity reports. Maintain current knowledge of WM products to differentiate the corporation from industry competitors and participate in local community development events.