{"id":1290097,"url":"https://alion.io/job/first-national-bank-wealth-advisor","title":"Wealth Advisor","company":{"id":1923526,"name":"First National Bank","domain":"fnb-online.com","url":"https://alion.io/company/fnb-online","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":22,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":31,"computed_at":"2026-10-19T05:45:15Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Charlotte, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":61000,"max_usd":156000,"period":"year","method":"role_country_seniority_unknown","sample_n":10994},"experience_years_min":null,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-09-04T00:00:00Z","employer_posted_date":"2026-09-04","last_verified_at":"2026-10-20T01:04:53Z","board_verified":true,"closed_at":null,"days_open":46,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":46},"description":"Primary Office Location:\n401 S Graham St. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future.\nPosition Title: Wealth Advisor\nBusiness Unit: WM - FNTC\nReports to: Market Executive - Wealth Management\nPosition Overview:\nThis 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:\nPersonal Wealth Management with a focus on HNW clientele.\n\nInstitutional Wealth Management\n\nRetirement Plan Services - to include 401k and Pension plans\n\nPrimary Responsibilities:\nPromotes 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.\nSells 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.\nPrepares all associated and required documentation in conjunction with sales of investment services and products in a manner compliant with company and regulatory oversight.\nManages time and referral sources to maintain a regular flow of sales through lead generation, follow up, presentation and closing cycle.\nPrepares 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.\nKeeps 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.\nContinually recognizes the responsibility to promote FNTC products, services and image by being involved in community development and by participating and attending local community events.\nPerforms other related duties and projects as assigned.\nAll 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.\nMinimum Level of Education Required to Perform the Primary Responsibilities of this Position:\nBA or BS\nMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:\n5\nSkills Required to Perform the Primary Responsibilities of this Position:\nExcellent project management skills\nExcellent communication skills, both written and verbal\nExcellent organizational, analytical and interpersonal skills\nExcellent customer service skills\nMS Word - Basic Level\nMS Excel - Basic Level\nMS PowerPoint - Basic Level\nExperience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts\nLicensures/Certifications Required to Perform the Primary Responsibilities of this Position:\nCTFA or CFP designation preferred\nValid Drivers License\nPhysical Requirements or Work Conditions Beyond Traditional Office Work:\nFrequent driving (car, van, truck)\nEqual Employment Opportunity (EEO):\nIt 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.\nFNB 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.","description_format":"text","description_chars":4707,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Services"],"lifecycle":[{"event":"open","at":"2026-09-26T07:42:51Z"}],"visa":[],"liveness":{"score":13,"band":"cold","label":"Long shot","p_open":0.9,"p_active":0.336,"p_room":0.44,"age_days":45,"expected_fill_days":31,"reasons":["conf:52","stale_co","velocity","win:tail","crowd:brand"],"computed_at":"2026-10-19T05:45:15Z"},"pay":null,"html_url":"https://alion.io/job/first-national-bank-wealth-advisor","json_url":"https://alion.io/job/first-national-bank-wealth-advisor.json","meta":{"generated_at":"2026-10-20T02:58:05Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3254,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1923526},"rest":"https://alion.io/mcp/rest/get_company?id=1923526"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffirst-national-bank-wealth-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffirst-national-bank-wealth-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffirst-national-bank-wealth-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/first-national-bank-wealth-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffirst-national-bank-wealth-advisor"}]}