Charlotte, North Carolina, United States · On-site
Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Position Title: Wealth Advisor Business Unit: WM - FNTC Reports to: Market Executi…
Skills: Project Management, Communication, Organizational Skills, Analytical Skills, Interpersonal Skills
Charlotte, North Carolina, United States · Remote OK
Amerisure creates exceptional value for its partners, policyholders, and employees. As a property and casualty insurance company, Amerisure’s promise to our partner agencies and policyholders begins with a comprehensive …
Skills: Premium Auditing, Financial Data Analysis, P&C Insurance, Microsoft Office Suite, Relationship Management
Charlotte, North Carolina, United States · Hybrid
$86k–$102k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Business Development, Relationship Management, Prospecting, B2B Sales, Financial Analysis
Charlotte, North Carolina, United States · Hybrid
Important Application Submission Information In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Wednesday, June 24, 2026 More than a…
Skills: Financial Analysis, Budgeting, Cost Management, GAAP, Variance Analysis
Charlotte, North Carolina, United States · On-site
Job DetailsJob Location: Fitch Irick Management - Charlotte, NC 28209Position Type: Full TimeTravel Percentage: NoneVendor Administrator Work Type: Full Time Status: Contract Company Description: Fitch Irick Corporation,…
Skills: Vendor Management, Accounts Payable, Yardi, Financial Management Software, Microsoft Excel
Charlotte, North Carolina, United States · On-site
Job DetailsJob Location: Charlotte Home Office - Charlotte, NC 28208Position Type: Full TimeAssistant Community Manager Schedule: Monday through Friday - at least 2 weekends per month Behind Every Exceptional Community I…
Skills: Collections, Lease Administration, Compliance, Resident Relations, Financial Performance Management
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Sap Architecture, Sap Security & Cua, Release Coordination, Agile SDLC, Environment Management
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: SAP Architecture, SAP Security & CUA, Release Coordination, Agile SDLC, General Ledger Management
Charlotte, North Carolina, United States · On-site
$70k–$90k/yr
Description COMPANY OVERVIEW At Imagine we go beyond print to help our clients deliver game-changing visual communications from concept to delivery that set the standard for our industry. The first step in this process i…
Skills: Cost Estimating, Quantitative Analytics, Vendor Management, Project Planning, ERP Systems
Charlotte, North Carolina, United States · Hybrid
Sr. Manager of Product Management (Multiple Positions) Job Description Summary: Develop and execute product plans that support business objectives. Lead cross-functional collaboration with Engineering, Design, and Go-to-…
Skills: Product Management, Product Strategy, Agile Development, People Management, SaaS Platforms
Charlotte, North Carolina, United States · On-site
$60k–$110k/yr
Sales Associate (Consumer Finance) Byrider – Charlotte, NC 7401 South Blvd, Charlotte, NC 28273 Ambitious Sales Professionals Wanted | Earn $60,000–$110,000+ | Uncapped Commission Are you competitive, motivated, and read…
Skills: Sales, Customer Relationship Management, Lead Generation, Closing Sales, Communication
Charlotte, North Carolina, United States · Hybrid
Company Description At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest a…
Skills: Business Analysis, Data Analysis, Process Analysis, Requirements Gathering, Financial Systems Analysis
Charlotte, North Carolina, United States · On-site
PORTFOLIO MANAGER III WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographi…
Skills: Credit Underwriting, Portfolio Management, Credit Analysis, Risk Management, Financial Statement Analysis
Charlotte, North Carolina, United States · On-site
$17/hr
Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI pro…
Skills: Cash Handling, Customer Service, Problem Solving, Verbal Communication, Listening Skills
Charlotte, North Carolina, United States · On-site
Description At McMichael Taylor Gray, LLC we help our clients navigate complex legal challenges – and we do it with a team that genuinely supports each other. We’re looking for a Bankruptcy Attorney licensed in North Car…
Skills: Bankruptcy Law, Case Management, Legal Drafting, Chapter 7, Chapter 11
Charlotte, North Carolina, United States · On-site
Close collaboration with department peers, managers and the attorneys and staff is required to assist us in rendering exceptional client service supporting needs of all employees of our firm. The ideal candidate selected…
Skills: Accounts Payable, General Ledger, Vendor Management, Expense Reimbursement, Trust Accounting
Charlotte, North Carolina, United States · On-site
$58k–$78k/yr
About Us At ENFRA, we blend a rich history with a forward-looking vision. With over 100 years of experience, we are a pillar of stability in the energy infrastructure industry and a leader in innovative energy solutions.…
Skills: Cost Controls, Budgeting, Forecasting, Cost Tracking, Variance Analysis
Charlotte, North Carolina, United States · On-site
$1/hr–$5/hr
Havenpark Communities was founded on the mission of creating caring communities for both our residents and employees. Havenpark has a portfolio of 100+ communities and more than 30,000 homesites across the U.S. We are ex…
Skills: Multi-family property management, Team leadership, Financial management, Resident relations, Occupancy management
Charlotte, North Carolina, United States · On-site
$65k–$80k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Investment Planning, Portfolio Management, Trust Administration, Investment Advisory, Insurance Services
Charlotte, North Carolina, United States · On-site
$57k–$86k/yr
Real Property Appraiser Hiring Range: $57,346.00 - $86,019.00 This is an exempt (salaried) position. Please note: pay rates are based on education, skill, experience level and internal equity. Internal equity considerati…
Skills: Real Estate Appraisal, Data Analysis, On-site Inspections, Valuation Defense, Statistical Methodologies
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Drive new revenue for FNB Wealth Management by acquiring high-net-worth and institutional clients through a consultative approach. Manage the full sales cycle, including lead generation, solution presentation, and regulatory documentation.
Requires a bachelor's degree and at least 5 years of related experience in financial services or sales. Preferred certifications include CTFA or CFP, along with a valid driver's license.
Position Title: Wealth Advisor
Business Unit: WM - FNTC
Reports to: Market Executive - Wealth Management
This 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:
Personal Wealth Management with a focus on HNW clientele.
Institutional Wealth Management
Retirement Plan Services – to include 401k and Pension plans
Promotes 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.
Sells 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.
Prepares all associated and required documentation in conjunction with sales of investment services and products in a manner compliant with company and regulatory oversight.
Manages time and referral sources to maintain a regular flow of sales through lead generation, follow up, presentation and closing cycle.
Prepares 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.
Keeps 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.
Continually recognizes the responsibility to promote FNTC products, services and image by being involved in community development and by participating and attending local community events.
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.
BA or BS
5
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
Experience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
CTFA or CFP designation preferred
Valid Drivers License
Frequent driving (car, van, truck)
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.
FNB 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.
F.N.B. Corporation (NYSE:FNB), headquartered in Pittsburgh, Pennsylvania, is a diversified financial services company operating in eight states. FNB holds a significant retail deposit market share in attractive metropolitan markets including: Pittsburgh, Pennsylvania; Baltimore, Maryland; Cleveland, Ohio; and Charlotte, Raleigh, Durham and the Piedmont Triad (Winston-Salem, Greensboro and High Point) in North Carolina. The Company has total assets of nearly $30 billion, and more than 400 banking offices throughout Pennsylvania, Ohio, Maryland, West Virginia, North Carolina and South Carolina.
View all jobs at First National Bank of PennsylvaniaBased on 580 listings with disclosed salaries, most finance & accounting jobs in Charlotte, NC pay between $45k–$170k per year. Individual offers vary with seniority, company size, and specialization.
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