Raleigh, North Carolina, United States · On-site
Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varie…
Skills: Management Skills, Communication Skills, Organizational Skills, Analytical Skills, Interpersonal Skills
Raleigh, North Carolina, United States · Remote Solely
We are a 100% virtual CPA firm, with our team located across the United States. As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers. Our team is passionate about real estate…
Skills: Tax Planning, Tax Advisory, Real Estate Tax, Client Relationship Management, Tax Research
Raleigh, North Carolina, United States · On-site
Job Description The PNC Financial Services Group, Inc. seeks a Quantitative Analytics and Model Development Analyst Senior within PNC’s Anti-Money Laundering Analytics & Modeling team in Raleigh, NC. Specific duties incl…
Skills: Quantitative Analysis, Model Development, Data Mining, Statistical Modeling, Logistic Regression
Raleigh, North Carolina, United States · On-site
$65k–$80k/yr
Job Type: Full time Exempt/Non Exempt: Hourly Job Description: This is a relationship driven sales role with long-term income potential through commission. We know building a client base takes time, which is why we offer…
Skills: Sales Execution, Pipeline Management, Consultative Selling, Customer Discovery, Prospecting
Raleigh, North Carolina, United States · Hybrid
At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Help us build a better …
Skills: Java/J2EE, Spring Boot, SQL, Agile Methodologies, RESTful Web Services
Raleigh, North Carolina, United States · On-site
At DraftKings, AI is becoming an integral part of both our present and future, powering how work gets done today, guiding smarter decisions, and sparking bold ideas. It’s transforming how we enhance customer experiences,…
Skills: Market Trading, Sports Betting Analysis, Statistical Analysis, Problem Solving, Communication
Atlanta, Georgia, United States · Remote OK
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: CICS Administration, Mainframe LPAR, Root Cause Analysis, CICSPLEX, z/OS Connect
Raleigh, North Carolina, United States · On-site
$68k–$103k/yr
If you’re passionate about building a better future for individuals, communities, and our country—and you’re committed to working hard to play your part in building that future—consider WGU as the next step in your caree…
Skills: Procurement, Supply Chain Management, Supplier Evaluation, Competitive Bidding, Contract Negotiation
Raleigh, North Carolina, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Customer Service, Issue Resolution, Cash Handling, Risk Management, Retail Compliance
Raleigh, North Carolina, United States · On-site
Job Description What is the Opportunity? Loan Operations services the loan portfolios including Retail loans (HELOC and PLOC), mortgages, insurance monitoring, HELOC post-closing, collections, 1st Line Operational Risk, …
Skills: Loan Servicing, Excel, Analytical Thinking, Residential Mortgage, Real Estate Secured Consumer Loans
Charlotte, North Carolina, United States · Hybrid
ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee be…
Skills: Investment Analysis, ERISA Fiduciary Advice, Qualified Plan Management, Business Development, Client Relationship Management
Raleigh, North Carolina, United States · Hybrid
Overview At RPM, we’re in the business of extraordinary. We believe people-first is the way to success which is why we provide top industry pay, comprehensive benefits, and a path of upward mobility via career training a…
Skills: Multifamily Property Management, Financial Reporting, Budgeting, Variance Analysis, Team Leadership
Raleigh, North Carolina, United States · On-site
$70k–$80k/yr
Company Description Morguard is a fully integrated real estate company. We strategically invest in high-quality, well-located, multifamily assets across North America and our onsite teams are critical to our Communities'…
Skills: Property Management, Financial Reporting, Marketing, Leasing, Resident Relations
Phoenix, Arizona, United States · Remote OK
Overview This is a remote position that may only be hired in Phoenix, AZ; Charlotte or Raleigh, NC; or Dallas, TX. Flexibility in work schedule is preferred. The Enterprise Card Product Owner supports and executes produc…
Skills: Product Management, Scrum, Agile, Backlog Management, Jira
Chicago, Illinois, United States · Hybrid
What You'll Do We’re looking for an Assistant Director of Engineering to lead our Sales, Service & Insights product team in Principal Asset Management. In this role, you’ll lead global Salesforce strategy and…
Skills: Salesforce, Cloud Computing, AWS, Data Engineering, Analytics Engineering
Raleigh, North Carolina, United States · On-site
Overview This is a remote role that may only be hired in the following locations: North Carolina, Texas, or California. This position is responsible for supporting the First Line of Defense (FLOD) Community Reinvestment …
Skills: CRA Regulations, Community Development, Program Management, Volunteer Management, Compliance
Raleigh, North Carolina, United States · On-site
Overview Responsible for assisting with coordinating the fixed assets management program in accordance with Generally Accepted Accounting Principles, and the corporate policy and bond compliance regulations applicable to…
Skills: Fixed Assets Management, GAAP, Capital Budgeting, Account Reconciliation, Financial Analysis
Raleigh, North Carolina, United States · Remote OK
Join Our Team as an Ambitious Account Executive at Amwins Self-Funded! Are you driven and ready to play a pivotal role in the growth and success of our organization? We are seeking a passionate Account Executive to join …
Skills: Account Management, Strategic Marketing, Client Services, Policy Processing, File Maintenance
Raleigh, North Carolina, United States · Remote OK
Overview IT Product and Development Software Quality Assurance team at Silicon Valley Bank is looking for a Sr. Software Test Engineer for Application Web UI and Mobile Device testing. Responsibilities The Senior Softwar…
Skills: Web UI Testing, Mobile Device Testing, Selenium Web Driver, Appium, Jira
Raleigh, North Carolina, United States · On-site
Lumexa Imaging is one of the country's largest providers of outpatient medical imaging. With over 5,000 team members and more than 185 outpatient imaging centers across 13 states, our team conducts more than 4 million ou…
Skills: U.S. GAAP, Financial Reporting, Month-End Close, Consolidation, SOX Compliance
Raleigh, North Carolina, United States • On-site
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The role involves managing existing client relationships and acquiring new clients through internal and external referrals to sell investment products. The advisor is also responsible for identifying sales opportunities and ensuring compliance with government regulations and risk management programs.
Candidates must have a high school diploma or GED and at least 3 years of related job experience. Required certifications include Life/Health and FINRA Series 7 and 63 & 65 or S66.
Position Title: Financial Advisor
Business Unit: WM - FNIS
Reports to: Varies Based on Assignment
This position is primarily responsible for supporting the Bank’s business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer.
Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products.
Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans.
Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail.
Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing.
Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold.
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.
High School or GED
3
Excellent management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Life/Health and FINRA Series 7 and 63 & 65 or S66.
N/A
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 PennsylvaniaThere are currently 668 open finance & accounting positions in Raleigh, NC listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include First Citizens Bank, North Carolina State Employees Credit Union, Bank of America, Truist, Wells Fargo, among others. Browse the listings above to see every active employer.
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