Wealth Advisor - Build Plans, Grow Client Relationships

PNC; Greensboro (NC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical / Prescription coverage

401(k) with company match

Pension plan

Life insurance

Disability protection

Education assistance

Stock purchase program

Wellness program

Paid holidays

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in North Carolina to consult on investment and insurance strategies, grow a client book, and deliver comprehensive financial plans. The role focuses on delivering an exceptional client experience, developing internal partnerships, and meeting regulatory requirements.

The ideal candidate will have 3+ years of wealth management experience, FINRA licenses (Series 7/66) and Life/Health Insurance credentials, with a bachelor’s degree preferred.

Qualifications

• University degree required with 3+ years of relevant/direct industry experience.
• Certifications are often desired.
• In lieu of a degree, a comparable combination of education, certification(s) and experience may be considered.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Expands and maintains a client book of business and owns the client experience.
• Drives sales and referrals to internal partners and executes opportunities as appropriate.
• Develops and implements investment and insurance strategies and presents sound financial recommendations.
• Coaches and educates internal partners to identify investment opportunities and builds strong relationships.
• Meets with internal partners to review results and pipeline and adheres 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

Tools

FINRA Series 7

FINRA Series 66

Life and Health Insurance

Job description

PNC Wealth Management is seeking a Wealth Advisor based in North Carolina to consult on investment and insurance strategies, grow a client book, and deliver comprehensive financial plans. The role focuses on delivering an exceptional client experience, developing internal partnerships, and meeting regulatory requirements.

The ideal candidate will have 3+ years of wealth management experience, FINRA licenses (Series 7/66) and Life/Health Insurance credentials, with a bachelor’s degree preferred.