Wealth Advisor — HNW & Institutional Wealth
First National Bank
First National Bank is seeking a Wealth Advisor to drive revenue for FNB Wealth Management. This role focuses on HNW clientele and promotes the Wealth Management Model for organic sales opportunities. The ideal candidate has a BA or BS and five years of experience in financial services. Responsibilities include managing client relationships, preparing documentation for investment products, and promoting FNB services in community events. A CTFA or CFP designation is preferred, along with strong project management and customer service skills. #J-18808-Ljbffr First National Bank
Vacancy posted 4 days ago
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