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Wealth Advisor
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- n Position Title: Wealth Advisor
- Reports To: Managing Director of Trust and Investment Advisory Sales Group
- This position is primarily responsible for developing organic sales on behalf of First National Trust Company (FNTC) and First National Bank Investment Advisors Inc. (FNBIA) within an assigned region offering discretionary and non-discretionary investment management, trust related services, custodial services, financial planning, retirement planning, estate planning and institutional funds management through defined contribution and benefit plan services.
- Promotes the Wealth Management (WM) Model internally to internal business partners to develop organic sales opportunities.
- Manages time and referral sources to maintain a regular flow of sales through lead generation, follow up, presentation and closing cycle.
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