Wealth Advisor: Build Financial Plans, Client Relationships

PNC; Albuquerque (NM); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

A leading financial institution is seeking a Financial Advisor in Albuquerque, NM. This role involves consulting on investment strategies, developing financial plans, and enhancing customer relationships. The ideal candidate should possess a bachelor’s degree and relevant certification in FINRA securities. The position provides extensive training and support to achieve personal and client financial goals. PNC promotes an inclusive culture and offers a comprehensive benefits package, including retirement plans and health options.

Qualifications

• 2+ years of relevant professional experience.
• Strong ability to foster client relationships.
• Proficient in managing multiple financial priorities.

Responsibilities

• Consult on investment and insurance strategies.
• Develop individual financial plans based on client objectives.
• Coach branch staff on identifying investment opportunities.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Education

Bachelors

Tools

FINRA Series 7

FINRA Series 66 or 63,65

Life and Health Insurance

Job description

A leading financial institution is seeking a Financial Advisor in Albuquerque, NM. This role involves consulting on investment strategies, developing financial plans, and enhancing customer relationships. The ideal candidate should possess a bachelor’s degree and relevant certification in FINRA securities. The position provides extensive training and support to achieve personal and client financial goals. PNC promotes an inclusive culture and offers a comprehensive benefits package, including retirement plans and health options.