First National Bank
Portfolio Advisor 2 - Erie, PA
First National Bank, Hermitage, Pennsylvania, United States, 16148
Primary Office Location:
711 State Street, Erie, Pennsylvania, 16501.Join our team. Make a difference - for us and for your future.Position Title:
Portfolio Advisor 2Business Unit:
WM - FNIAReports to:
Director of Portfolio ManagementPosition Overview:This position is primarily responsible for managing and expanding an assigned group of 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:Manage a group of high net worth investment portfolios for individuals and institutions according to the corporation's investment policies and procedures. Define each client's service expectations and strive to exceed those expectations.Coordinate with the appropriate wealth management team members to develop an investment policy statement defining client risk tolerances and investment objectives. Initiate changes to investment portfolios to coincide with changes in client objectives or corporate asset allocation or tactical recommendations.Expand the book of business by identifying opportunities within the assigned group of accounts. Work with Client Advisors, Wealth Advisors, and centers of influence (internal and external) to attract new wealth clients to the corporation. Identify cross-sell opportunities where appropriate to solve client's various financial needs.Apply a working 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.Complete all required corporate training in a timely manner. Complete compliance and required regulatory requirements associated with the assigned book of business in a timely manner.Perform other related duties and projects as assigned.All employees have the responsibility and 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 Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BSMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3Skills Required to Perform the Primary Responsibilities of this Position:Excellent project management skillsExcellent communication skills, both written and verbalExcellent organizational, analytical, and interpersonal skillsExcellent customer service skillsAbility to use a personal computer and job-related softwareMS Word - Basic LevelMS Excel - Intermediate LevelMS PowerPoint - Basic LevelProgress towards an MBA or CFA. Working knowledge of foundations and endowments, individual retirement accounts, pension plans, and income and capital gains tax.Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
CFA preferred. Obtain a series 65 License within 60 days of hire.Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)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.
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711 State Street, Erie, Pennsylvania, 16501.Join our team. Make a difference - for us and for your future.Position Title:
Portfolio Advisor 2Business Unit:
WM - FNIAReports to:
Director of Portfolio ManagementPosition Overview:This position is primarily responsible for managing and expanding an assigned group of 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:Manage a group of high net worth investment portfolios for individuals and institutions according to the corporation's investment policies and procedures. Define each client's service expectations and strive to exceed those expectations.Coordinate with the appropriate wealth management team members to develop an investment policy statement defining client risk tolerances and investment objectives. Initiate changes to investment portfolios to coincide with changes in client objectives or corporate asset allocation or tactical recommendations.Expand the book of business by identifying opportunities within the assigned group of accounts. Work with Client Advisors, Wealth Advisors, and centers of influence (internal and external) to attract new wealth clients to the corporation. Identify cross-sell opportunities where appropriate to solve client's various financial needs.Apply a working 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.Complete all required corporate training in a timely manner. Complete compliance and required regulatory requirements associated with the assigned book of business in a timely manner.Perform other related duties and projects as assigned.All employees have the responsibility and 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 Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BSMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3Skills Required to Perform the Primary Responsibilities of this Position:Excellent project management skillsExcellent communication skills, both written and verbalExcellent organizational, analytical, and interpersonal skillsExcellent customer service skillsAbility to use a personal computer and job-related softwareMS Word - Basic LevelMS Excel - Intermediate LevelMS PowerPoint - Basic LevelProgress towards an MBA or CFA. Working knowledge of foundations and endowments, individual retirement accounts, pension plans, and income and capital gains tax.Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
CFA preferred. Obtain a series 65 License within 60 days of hire.Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)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.
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