Wealth Advisor: Build Plans, Grow Client Relationships

PNC; Atlanta (GA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) matching

Pension plan

Stock purchase program

Educational assistance

Wellness program

Job summary

PNC Wealth Management in Georgia seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a client book with exceptional service. You will own the client experience, manage sales and referrals, and maintain strong relationships with internal partners.

Candidates need 3+ years in wealth management, FINRA licenses (7/66 or 63/65), and Life and Health Insurance credentials.

Qualifications

• 3+ years of relevant experience in wealth management or financial advisory.
• 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.
• Expand and maintain client relationships through business development and networking.
• Present sound financial recommendations and guide clients toward suitable products.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Education

Bachelor's

Job description

PNC Wealth Management in Georgia seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a client book with exceptional service. You will own the client experience, manage sales and referrals, and maintain strong relationships with internal partners.

Candidates need 3+ years in wealth management, FINRA licenses (7/66 or 63/65), and Life and Health Insurance credentials.