Branch Wealth Advisor: Investment & Planning Pro

PNC; North Ridge (NC); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical/prescription coverage

401(k) with PNC match

Educational assistance

Job summary

PNC Wealth Management is seeking a Financial Advisor based in North Ridge, Raleigh NC. You will consult on investment and insurance strategies, develop personalized financial plans, and manage a growing book of business within a collaborative branch network.

You will lead client experiences, coach staff, and drive referrals while adhering to regulatory guidelines and PNC’s service standards. A strong focus on relationship building and financial education is essential.

Qualifications

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking.
• Grows client loyalty and share of wallet through an exceptional client experience.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Public Speaking

Relationship Building

Managing Multiple Priorities

Sales Tasks

Selling

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Financial Advisor based in North Ridge, Raleigh NC. You will consult on investment and insurance strategies, develop personalized financial plans, and manage a growing book of business within a collaborative branch network.

You will lead client experiences, coach staff, and drive referrals while adhering to regulatory guidelines and PNC’s service standards. A strong focus on relationship building and financial education is essential.