Unknown Company

Senior Strategic Wealth Portfolio Advisor

high point, nc • Posted 2 weeks ago
Onsite Full Time Financial Advice & Private Banking

F.N.B. Corporation is seeking a Wealth Management professional to manage a portfolio of high net worth accounts for individuals and institutions, aligning objectives with risk tolerances and asset allocation.

You will collaborate with Client Advisors, Wealth Advisors and external COIs to grow the business, prepare investment policy statements, and deliver client-focused presentations while maintaining compliance and training requirements.

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Senior Strategic Wealth Portfolio Advisor in high point at Unknown Company

This position is listed as full time and onsite.

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