In-Office Wealth Advisor — Client Growth & Training

PNC; Shively (KY); In loco; USD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical/Dental/Vision

401(k) with company match

Descrizione del lavoro

PNC Financial Services Group is seeking a Financial Advisor within PNC Wealth Management in Kentucky. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow an assigned book of business through strong client relationships.

The role emphasizes coaching branch staff, generating referrals, and maintaining regulatory compliance, with support from a robust training program and technology.

Competenze

• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required and Life/Health insurance required.
• Bachelor's degree required.

Mansioni

• 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 making referrals.
• Develops and implements investment and insurance strategies for clients.
• Coaches branch staff to identify investment opportunities and drives referrals.

Conoscenze

Client Prospecting

Client Relationship

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Formazione

Bachelors

Descrizione del lavoro

PNC Financial Services Group is seeking a Financial Advisor within PNC Wealth Management in Kentucky. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow an assigned book of business through strong client relationships.

The role emphasizes coaching branch staff, generating referrals, and maintaining regulatory compliance, with support from a robust training program and technology.