Portfolio Advisor 2

F.N.B. Corporation

Portfolio Advisor managing high-net-worth investment portfolios for F.N.B. Corporation’s individual and institutional wealth-management clients.

Posted 8/21/2026full-timeErie • Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing high-net-worth investment portfolios, with a strong focus on client service, risk management, and compliance. Proficient in portfolio management, asset allocation, and financial products including trusts, pensions, and endowments.

Highest-signal resume keywords

Portfolio ManagementClient Service ExcellenceRisk ManagementCFA CertificationProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementAsset AllocationInvestment Policy DevelopmentFinancial AnalysisTax KnowledgeTrusts ManagementPension PlansEndowments ManagementEquity MarketsFixed Income Markets

Soft Skills

Excellent Communication SkillsOrganizational SkillsAnalytical SkillsInterpersonal SkillsCustomer Service Skills

Tools & Technologies

MS WordMS ExcelMS PowerPointJob-Related Software

Certifications & Qualifications

CFA PreferredSeries 65 License

Industry Keywords

High-Net-Worth ClientsInvestment PortfoliosWealth ManagementCorporate Asset AllocationCross-Sell OpportunitiesComplianceRegulatory RequirementsClient AdvisorsWealth AdvisorsFinancial Needs

About the role

Key responsibilities & impact

Manage and expand an assigned group of high-net-worth investment portfolios for individual and institutional clients
Manage portfolios according to the corporation’s investment policies and procedures
Define client service expectations and strive to exceed them
Coordinate with wealth management team members to develop investment policy statements defining client risk tolerances and investment objectives
Initiate portfolio changes based on changes in client objectives, corporate asset allocation, or tactical recommendations
Expand the book of business by identifying opportunities within assigned accounts
Work with Client Advisors, Wealth Advisors, and internal and external centers of influence to attract new wealth clients
Identify appropriate cross-sell opportunities to address clients’ financial needs
Apply knowledge of portfolio management, trusts, pensions, IRAs, foundations, endowments, equity and fixed income markets, economics, asset allocation, and trading
Complete corporate training, compliance, and regulatory requirements in a timely manner
Serve as a risk manager by understanding, reporting, responding to, managing, and monitoring daily business risks
Perform other related duties and projects as assigned

Requirements

What you’ll need

BA or BS
3 years of job-related experience
Excellent project management skills
Excellent written and verbal communication skills
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
Progress towards an MBA or CFA
Working knowledge of foundations and endowments, individual retirement accounts, pension plans, and income and capital gains tax
CFA preferred
Obtain a Series 65 License within 60 days of hire
Frequent driving capability
Legally authorized to work in the U.S.; employment-based visa sponsorship is not provided

Benefits

Comp & perks

Full-time employment
Corporate training
Risk management and compliance support