Wealth Advisor: Build Plans & Grow Client Investments

PNC Financial Services Group, Inc.; Alabama; On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Medical/prescription drug coverage (Hs

Dental and vision options

Life insurance - employee and spouse/4

Disability protection

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

16–25 vacation days depending on level

Job summary

PNC Financial Services Group, Inc. in Huntsville, AL seeks a Financial Advisor within PNC Wealth Management to build and manage an investment and insurance book of business. You will consult on strategies, develop financial plans, and guide clients toward saving, investing, and retirement goals.

Responsibilities include owning the client experience, executing sales opportunities, and collaborating with branch partners to drive referrals. FINRA licenses and Life/Health insurance are required.

Qualifications

• University/college degree required; 2+ years of relevant professional experience.
• FINRA licenses required; Life & Health Insurance preferred.
• Strong communication, relationship-building and sales skills.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Manages client experience, handles sales and service, and refers opportunities to partners.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Sales & Networking

Education

Bachelor's Degree

FINRA Series 7 & 66 (or 63,65)

Life & Health Insurance License

Job description

PNC Financial Services Group, Inc. in Huntsville, AL seeks a Financial Advisor within PNC Wealth Management to build and manage an investment and insurance book of business. You will consult on strategies, develop financial plans, and guide clients toward saving, investing, and retirement goals.

Responsibilities include owning the client experience, executing sales opportunities, and collaborating with branch partners to drive referrals. FINRA licenses and Life/Health insurance are required.