In-Office Wealth Advisor (SC) — Client Growth & Planning

PNC; Rock Hill (SC); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) with company match

Life insurance

Disability protection

Paid time off

Job summary

PNC Wealth Management in South Carolina seeks a Wealth Advisor to consult on investment and insurance strategies, grow a book of clients, and own the client experience through sales and service. You will develop and implement financial plans, present recommendations, and collaborate with internal partners to uncover opportunities while upholding regulatory standards and strong ethics.

This is an in-office role that emphasizes relationship building, risk awareness, and delivering tailored

Qualifications

• 3+ years of relevant / direct industry experience with a degree.
• Certifications are often desired.
• In lieu of a degree, a combination of education, certification and experience may be considered.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires, expands and maintains client relationships through business development and networking.
• Develops and implements investment and insurance strategies for clients.
• Coaches and educates internal partners to identify investment opportunities.
• Meets with internal business partners to review results and pipeline; adheres to laws 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

Job description

PNC Wealth Management in South Carolina seeks a Wealth Advisor to consult on investment and insurance strategies, grow a book of clients, and own the client experience through sales and service. You will develop and implement financial plans, present recommendations, and collaborate with internal partners to uncover opportunities while upholding regulatory standards and strong ethics.

This is an in-office role that emphasizes relationship building, risk awareness, and delivering tailored