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Portfolio Advisor

Company name
F.N.B. Corporation

Erie, PA

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Job Description
Position Title: Portfolio Advisor 2Business Unit: WM - FNIAReports To: Director of Portfolio ManagementPosition Overview:This position is primarily responsible for managing, evaluating, and monitoring investment portfolios for all assigned accounts. The incumbent is primarily responsible for the creation of the Investment Policy Statement, reviewing portfolio performance and regularly communicating with clients to change the policies as needed. The incumbent works closely with the senior level staff in carrying out these responsibilities. The incumbent follows and complies with Wealth Management's investment philosophy.Primary Responsibilities:Develops investment portfolios according to asset allocation and sector analysis guidelines.Analyzes investment markets, reviews investment strategy, advisory and research reports to develop investment portfolios for accounts under management.Makes, documents and implements recommendations designed to attain an above average return.Develops an Investment Policy Statement that allows each client the potential of meeting their long term investment goals.Maintains relationships with clients to accurately reflect changes in the investment policy statement that flow through to the client's portfolio.Meets with various high net worth clients to review and update changes to the investment policy statement and to discuss market fundamentals and review portfolio performance.Coordinates with the Client Services Representative to define and clarify account objectives on smaller relationships.Evaluates current holdings for desirability relative to account objectives, potential gains or losses and diversification.Directs the purchase or redemption of investment securities in a timely and accurate manner.Cooperates with, participates in and supports the adherence to all internal policies, procedures and practices in support of Risk Management and Compliance.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 Education:BA or BSMinimum Years Experience:5Special Skills:Excellent project management skillsExcellent communication skills, both written and verbalExcellent organizational, analytical and interpersonal skillsExcellent customer service skillsAbility to use a personal computer and job-related softwareMS Word - Basic LevelMS Excel - Intermediate LevelMS PowerPoint - Basic LevelExperience in portfolio management procedures and regulations. Specialized schooling or certification in the areas of trust and fiduciary oversight, estate planning and financial planning.Special Licenses and Certificates:Licensure such as series 65 required within 120 days of hire.Physical Requirements:N/AF.N.B. Corporation provides equal employment opportunity to qualified persons regardless of race, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other category protected by law.

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F.N.B. Corporation
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