Client-Focused Wealth & Investment Advisor

Fairygodboss; Columbus (OH); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

401(k) with company match

Health benefits

Paid time off

Job summary

PNC is seeking an in-office Advisor to consult on investment and insurance strategies, building and maintaining a robust client book. You will own the client experience, drive referrals, and coordinate with internal partners to optimize financial plans.

The role requires FINRA licenses (Series 7 and 66 or 63/65), Life and Health Insurance, and a strong track record in sales, risk assessment, and relationship management. Base salary ranges from $75,000 to $125,000 with incentive opportunities.

Qualifications

• Bachelor's degree required.
• 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.
• Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients.
• Determines the best products to support such strategies.
• Presents sound financial recommendations and guidance to clients.
• Establishes individual financial plans based on client financial needs and objectives.
• Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates internal business partners to identify investment opportunities.
• Drives investment education and visibility among internal business partners.
• Shows urgency with activities and leads by example.
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with internal business partners to communicate and review business results and pipeline management.
• Meets service level agreements on lead and referral follow up.
• Adheres to all applicable laws, regulations, policies and guidelines.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

FINRA Series 7 & 66 license

Job description

PNC is seeking an in-office Advisor to consult on investment and insurance strategies, building and maintaining a robust client book. You will own the client experience, drive referrals, and coordinate with internal partners to optimize financial plans.

The role requires FINRA licenses (Series 7 and 66 or 63/65), Life and Health Insurance, and a strong track record in sales, risk assessment, and relationship management. Base salary ranges from $75,000 to $125,000 with incentive opportunities.