Wealth Advisor: Build Client Wealth & Relationships

PNC; Mobile (AL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical/prescription coverage with HSA

Dental and vision options

Life insurance

Disability protection

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

Back-up child/elder care

Educational assistance

Wellness program

Job summary

PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a client book in Alabama. The role emphasizes client experience, referrals, and partnership with internal teams to deliver comprehensive wealth solutions.

The candidate will manage relationships, collaborate on strategy, and ensure compliance with applicable laws while advancing PNC’s service standards and client satisfaction.

Qualifications

• Bachelor's degree or higher required with relevant financial services experience.
• FINRA Series 7 and 66 licenses required, Life & Health Insurance required.
• Strong knowledge of investment and insurance products and financial planning.

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 and referrals.
• Develop and implement investment strategies; present recommendations and monitor plans.
• Educate internal partners about investment opportunities and drive referral activity.
• Meet with partners to review results and ensure adherence 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

FINRA Series 7 and 66

Life and Health Insurance

Job description

PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a client book in Alabama. The role emphasizes client experience, referrals, and partnership with internal teams to deliver comprehensive wealth solutions.

The candidate will manage relationships, collaborate on strategy, and ensure compliance with applicable laws while advancing PNC’s service standards and client satisfaction.