Wealth Advisor: Build Client Wealth & Advisory Impact

PNC; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) with company match

Life insurance

Paid time off

Job summary

PNC Wealth Management seeks a Wealth Advisor based in Georgia to lead investment and insurance strategy development for clients. You will own the client experience, grow a book of business, and provide holistic financial planning aligned with client goals.

Candidates should have a Bachelor's degree, FINRA Series 7/66 and Life & Health licenses, and experience in wealth management or related financial services.

Qualifications

• Relevant licenses and certifications required to serve clients and comply with regulations.
• Strong ability to prospect, build client relationships, and manage investment and insurance needs.
• Ability to translate clients' financial goals into comprehensive plans and recommendations.

Responsibilities

• Consults on investment and insurance strategies and develops comprehensive financial plans for clients.
• Grows and retains an investment and insurance book of business and manages the client experience.
• Develops and implements investment strategies and presents sound financial guidance to clients.
• Coaches internal partners to identify opportunities and drives referral activity.
• Meets with internal partners to review results and ensure regulatory and policy adherence.

Skills

FINRA Series 7/66 license

Life and Health Insurance license

Education

Bachelor

Job description

PNC Wealth Management seeks a Wealth Advisor based in Georgia to lead investment and insurance strategy development for clients. You will own the client experience, grow a book of business, and provide holistic financial planning aligned with client goals.

Candidates should have a Bachelor's degree, FINRA Series 7/66 and Life & Health licenses, and experience in wealth management or related financial services.