Wealth Advisor

Jobtailor; Montgomery (AL); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor in Montgomery, Alabama seeks an experienced financial advisor to consult on investment and insurance strategies, develop comprehensive financial plans, and own the client experience from prospecting through service. You will grow and retain an investment and insurance book of business while driving referrals and ensuring timely follow-up.

The role requires FINRA licensing (Series 7 and 66 or 7/63-65) and Life/Health Insurance credentials, plus strong communication, relationship

Qualifications

• University/college degree typically required for this level.
• 3+ years of relevant/direct industry experience.
• FINRA Series 7 and 66 required, or Series 7 and Series 63/65.
• Life and Health Insurance license required.
• Knowledge of client prospecting and relationship building.
• Credit risk analysis, financial analysis, and financial modeling skills.
• Customer engagement and retention skills.
• Investment banking knowledge.
• Public speaking and effective communication skills.
• Ability to manage multiple priorities and perform sales/prospecting activities.
• Must comply with applicable legal, regulatory, policy, and guideline requirements.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients
• Grow and retain an investment and insurance book of business
• Own the client experience by handling sales and service, identifying opportunities, and making referrals
• Acquire, expand, and maintain client relationships through business development and networking
• Grow client loyalty and share of wallet through exceptional client experiences
• Apply product and procedural knowledge to solve client problems efficiently
• Develop and implement client investment and insurance strategies
• Determine suitable products and present financial recommendations and guidance
• Establish and monitor individual financial plans and recommend changes as needed
• Coach and educate internal business partners to identify investment opportunities
• Drive investment education and visibility among internal business partners
• Communicate with internal and external partners to build relationships and drive referrals
• Meet with internal business partners to review business results and pipeline management
• Meet service-level agreements for lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines
• Manage risks associated with business objectives and activities within PNC’s Enterprise Risk Management Framework

Skills

Financial Modeling

Investment Strategy Development

Client Prospecting

Relationship Building

Sales Activities

Public Speaking

Effective Communication

Education

Bachelor's degree typical

Relevant industry experience may substitute degree

Tools

FINRA Series 7

FINRA Series 66

Life and Health Insurance License

Job description

• Consult on investment and insurance strategies and develop financial plans for clients
• Grow and retain an investment and insurance book of business
• Own the client experience by handling sales and service, identifying opportunities, and making referrals
• Acquire, expand, and maintain client relationships through business development and networking
• Grow client loyalty and share of wallet through exceptional client experiences
• Apply product and procedural knowledge to solve client problems efficiently
• Develop and implement client investment and insurance strategies
• Determine suitable products and present financial recommendations and guidance
• Establish and monitor individual financial plans and recommend changes as needed
• Coach and educate internal business partners to identify investment opportunities
• Drive investment education and visibility among internal business partners
• Communicate with internal and external partners to build relationships and drive referrals
• Meet with internal business partners to review business results and pipeline management
• Meet service-level agreements for lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines
• Manage risks associated with business objectives and activities within PNC’s Enterprise Risk Management Framework

Requirements

• University/college degree typically required for this level
• 3+ years of relevant/direct industry experience
• Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
• FINRA Series 7 and 66, or Series 7 and Series 63/65, required
• Life and Health Insurance license required
• Knowledge of client prospecting and relationship building
• Credit risk analysis, financial analysis, and financial modeling skills
• Customer engagement and retention skills
• Investment banking knowledge
• Public speaking and effective communication skills
• Ability to manage multiple priorities and perform sales/prospecting activities
• Must comply with applicable legal, regulatory, policy, and guideline requirements
• PNC will not provide employment visa sponsorship or participate in STEM OPT for this position

Core Competencies

Demonstrates expertise in developing and implementing financial plans, investment strategies, and insurance solutions while ensuring compliance with legal and regulatory standards. Strong ability to build and maintain client relationships through effective communication and exceptional service.

Highest-signal resume keywords

• FINRA Series 7
• FINRA Series 66
• Life and Health Insurance License
• Credit Risk Analysis
• Financial Analysis

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Investment Strategy Development
• Client Prospecting
• Relationship Building
• Sales Activities

Soft Skills

• Public Speaking
• Effective Communication
• Customer Engagement
• Client Retention
• Multi-Priority Management

Certifications & Qualifications

• FINRA Series 7
• FINRA Series 66
• Life and Health Insurance License

Industry Keywords

• Investment Banking
• Client Experience
• Business Development
• Risk Management
• Regulatory Compliance