
Wealth Advisor
Charlotte, NCFull-timePosted 2mo agoStill listed today
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At a glance
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Requirements
Credentials this posting asks for.
Job overview
The Wealth Advisor drives new revenue for FNB Wealth Management within an assigned region and leads the new-client experience through a consultative approach. The role develops proposed solutions with clients and relationship teams, focusing on personal wealth management for high-net-worth clientele, institutional wealth management, and retirement plan services, including 401(k) and pension plans.
Skills & qualifications
Skills
Qualifications
Full job description
Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202.
Join our team. Make a difference - for us and for your future. Position Title: Wealth Advisor Business Unit: WM - FNTC Reports to: Market Executive - Wealth Management
Position Overview: This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assigned region. This individual will lead and deliver the new client experience to FNBWM clients through a consultative manner, as well as work closely with the client and FNBWM relationship team in developing the proposed solutions to be offered and presented to the client. Among the areas the individual will focus will be:
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Personal Wealth Management with a focus on HNW clientele.
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Institutional Wealth Management
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Retirement Plan Services – to include 401k and Pension plans
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.
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: 5
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 MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level Experience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: CTFA or CFP designation preferred Valid Drivers License
Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.
How this job compares
Set against the 459 open Wealth Advisor jobs on Olive Jobs, counted November 10, 2026.
- Pay
- This postingNot listed
- US median$104–145K/yr228 salary ranges
- Openings
- Olive Jobs lists 14 open Wealth Advisor jobs in North Carolina and 459 across the US. 2% of them nationwide are listed as remote or flexible.
- Hiring the most across the US
- PNC108 open
- JPMorgan Chase43 open
- Citizens33 open
- Experience
- This posting asks for at least 5 years of experience; Wealth Advisor postings that state a minimum ask for 5 years at the median (386 postings).
- Education
- This posting asks for a bachelor's degree; 251 of the 459 open Wealth Advisor jobs (55%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 10, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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