What are the responsibilities and job description for the Relationship Advisor Retirement Services position at F.N.B. Corporation?
Primary Office Location:
55 Public Square Suit 105. Cleveland, Ohio. 44113.
Join our team. Make a difference - for us and for your future.
Position Title: Relationship Advisor 3 - Retirement Services Group
Business Unit: WM - FNTC
Reports to: Director of Retirement Services
Position Overview
This position is primarily responsible for providing the highest quality service to personal, corporate, non-profit or government clients through the administration of various types of investment management relationships and serves as the client advocate, performs relationship and investment reviews and interfaces with clients for other Wealth Management (WM) services and solutions creating a single advisor within WM. The incumbent is the primary point of contact for assigned clients and is responsible for the overall client experience, satisfaction and retention.
Primary Responsibilities
Prepares and presents group and individual employee education meetings.
Provides retirement industry expertise to the plan committee and the participants. Identifies and matches client and participant needs with the corporation's lines of business services.
Coordinates overall service and interfaces with record keepers and third party administrators as appropriate.
Maintains collaborative relationships with portfolio managers without actual portfolio management responsibilities. Works closely with portfolio managers to discuss investment needs of client and manages accordingly. Provides investment oversight and guidance by providing industry updates, investment reviews and plan updates.
Proactively seeks opportunities either through enhancement of current client accounts or acquisition of new clients.
Stays current on regulatory changes and identifies changes in laws which will affect assigned accounts and reports theses changes to assigned manager.
Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines.
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:
7
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
Experience in financial services and investment products and services and knowledge of ERISA laws and their application.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
ASPPA, AIF, NIPA Or Other Industry Appropriate Certification Preferred.
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.
55 Public Square Suit 105. Cleveland, Ohio. 44113.
Join our team. Make a difference - for us and for your future.
Position Title: Relationship Advisor 3 - Retirement Services Group
Business Unit: WM - FNTC
Reports to: Director of Retirement Services
Position Overview
This position is primarily responsible for providing the highest quality service to personal, corporate, non-profit or government clients through the administration of various types of investment management relationships and serves as the client advocate, performs relationship and investment reviews and interfaces with clients for other Wealth Management (WM) services and solutions creating a single advisor within WM. The incumbent is the primary point of contact for assigned clients and is responsible for the overall client experience, satisfaction and retention.
Primary Responsibilities
Prepares and presents group and individual employee education meetings.
Provides retirement industry expertise to the plan committee and the participants. Identifies and matches client and participant needs with the corporation's lines of business services.
Coordinates overall service and interfaces with record keepers and third party administrators as appropriate.
Maintains collaborative relationships with portfolio managers without actual portfolio management responsibilities. Works closely with portfolio managers to discuss investment needs of client and manages accordingly. Provides investment oversight and guidance by providing industry updates, investment reviews and plan updates.
Proactively seeks opportunities either through enhancement of current client accounts or acquisition of new clients.
Stays current on regulatory changes and identifies changes in laws which will affect assigned accounts and reports theses changes to assigned manager.
Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines.
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:
7
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
Experience in financial services and investment products and services and knowledge of ERISA laws and their application.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
ASPPA, AIF, NIPA Or Other Industry Appropriate Certification Preferred.
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.