Client-Focused Wealth Advisor

PNC Financial Services Group, Inc.; Charlotte (NC); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Education assistance

Paid time off

Job summary

PNC Financial Services Group, Inc. seeks a Wealth Advisor in North Carolina to consult on investment and insurance strategies and to develop comprehensive financial plans for clients.

You will grow and retain an investment and insurance book of business while owning the client experience and driving referrals. Responsibilities include expanding client relationships, coaching internal partners, and presenting sound financial guidance to clients.

Qualifications

• University/college degree required.
• 3+ years of relevant or direct industry experience.
• FINRA Series 7 and 66 (or 63,65) required; Life & Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and referrals.
• Expands client relationships through networking and service excellence.
• Develops and implements investment strategies and presents recommendations.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Financial Services Group, Inc. seeks a Wealth Advisor in North Carolina to consult on investment and insurance strategies and to develop comprehensive financial plans for clients.

You will grow and retain an investment and insurance book of business while owning the client experience and driving referrals. Responsibilities include expanding client relationships, coaching internal partners, and presenting sound financial guidance to clients.