Job Description:

Primary Office Location:

117 South Allen Street. State College, Pennsylvania. 16801.

Join our team. Make a difference - for us and for your future.

Position Title: Associate Portfolio Advisor

Business Unit: WM - FNIA

Reports to: Senior Portfolio Advisor

Position Overview:

This position is primarily responsible for supporting Portfolio Advisors and Senior Portfolio Advisors.  The Associate Portfolio Advisor may also manage, under the supervision of a Senior Portfolio Manager, an assigned group of less 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).  

Primary Responsibilities:

Supports Portfolio Advisors and Senior Portfolio Advisors.  Produces client review materials and marketing materials, answers client phone inquiries and executes trades as directed by Portfolio Advisors and Senior Portfolio Advisors. 

Develops a 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.

Manages a group of less complex investment portfolios, under the supervision of a Senior Portfolio Advisor, for high net worth 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.

Completes all required corporate training in a timely manner.  Completes compliance and required regulatory requirements associated with the assigned book of business.

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 Level of Education Required to Perform the Primary Responsibilities of this Position:

BA or BS

     

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

0

     

Skills Required to Perform the Primary Responsibilities of this Position:

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   

Desire to become a Portfolio Advisor and earn further credentials (MBA, CFA, CFP).

     

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

Obtain a series 65 license within 60 days of the date of hire.  

     

Physical Requirements or Work Conditions Beyond Traditional Office Work:

Frequent driving (car, van, truck)  

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