In-Office Wealth Advisor: Planning & Client Growth

PNC; Bowling Green (KY); On-site; USD 90,000 - 140,000; Full time

Job summary

PNC Wealth Management seeks a Wealth Advisor based in Kentucky to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will own the client experience, manage sales and service, and refer opportunities to internal partners as appropriate.

Successful candidates will have 3+ years in the industry, a Bachelor's degree, and FINRA Series 7/66 licenses plus Life and Health Insurance. This is an in-office role supporting our Kentucky clients.

Qualifications

• 3+ years of relevant/direct industry experience.
• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) licenses and Life/Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Grows and maintains an investment and insurance book of business and manages client experience.
• Develops and implements strategies, presents recommendations, and monitors plans.
• Coaches internal partners to identify opportunities and drives referrals.
• Meets with internal partners to review results and maintains compliance with laws.

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

Job description

PNC Wealth Management seeks a Wealth Advisor based in Kentucky to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will own the client experience, manage sales and service, and refer opportunities to internal partners as appropriate.

Successful candidates will have 3+ years in the industry, a Bachelor's degree, and FINRA Series 7/66 licenses plus Life and Health Insurance. This is an in-office role supporting our Kentucky clients.