Portfolio Advisor 3

F.N.B. Corporation•Greensboro, NC

3d•Onsite

About The Position

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). The role involves managing these portfolios according to the corporation's investment policies and procedures, defining and exceeding client service expectations, and coordinating with wealth management team members to develop investment policy statements. The position also requires expanding the book of business by identifying opportunities, working with Client Advisors and centers of influence to attract new clients, and identifying cross-sell opportunities. An expert knowledge of portfolio management, various trust types, retirement plans, foundations, endowments, equity and fixed income markets, economics, asset allocation, and trading is essential. The role also involves composing written and verbal presentations, completing required corporate training, and ensuring compliance with regulatory requirements.

Requirements

BA or BS degree
5 years of job-related experience
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
Working knowledge of foundations and endowments, individual retirement accounts, pension plans and income and capital gains tax
Obtain a series 65 License within 60 days of hire
Legally authorized to work in the U.S.

Nice To Haves

MBA or CFA preferred
CFA preferred

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.
Coordinates with the appropriate wealth management team members to develop an investment policy statement defining client risk tolerances and investment objectives.
Initiates changes to investment portfolios to coincide 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 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.
Serves 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.
Adheres to regulatory laws and guidelines and company procedures.