Wealth Advisor — Build Client Wealth & Plans

Fairygodboss; Richmond (KY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

401(k) with match

Pension plan

Education assistance

Wellness program

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Kentucky to advise on investments and insurance strategies, develop comprehensive financial plans, and grow a client book through proactive service and referrals.

You will collaborate with internal partners to deliver tailored solutions, coach teams, and ensure compliance with all regulatory guidelines while delivering exceptional client experiences in an in-office environment.

Qualifications

• Bachelor's degree or equivalent; 3+ years experience in a related role.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain a book of business through development and referrals to internal partners.
• Develop and implement investment plans; present sound recommendations to clients.
• Coach internal partners to identify opportunities and maintain strong relationships.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Public Speaking

Relationship Management

Education

Bachelor's Degree

Job description

PNC Wealth Management is seeking a Wealth Advisor based in Kentucky to advise on investments and insurance strategies, develop comprehensive financial plans, and grow a client book through proactive service and referrals.

You will collaborate with internal partners to deliver tailored solutions, coach teams, and ensure compliance with all regulatory guidelines while delivering exceptional client experiences in an in-office environment.