Wealth Advisor: Build Wealth & Client Partnerships

Fairygodboss; Birmingham (AL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with PNC match

Pension and stock purchase plans

Education assistance

Wellness program

Parental leave

Job summary

PNC Wealth Management seeks a Wealth Advisor based in Alabama to consult on investment and insurance strategies, grow client relationships, and develop financial plans. You will own client experience, coordinate referrals, and ensure regulatory compliance within a collaborative in-office culture.

Ideal candidates have a Bachelor's degree with 3+ years of relevant experience and may hold FINRA licenses. The role emphasizes client-centric service, cross-functional teamwork, and a strong sales

Qualifications

• Role typically requires a university/college degree with 3+ years of relevant industry experience.
• Certifications are often desired in this field.
• Experience in investment or wealth management is preferred.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment and insurance book of business and manage the client experience.
• Develop and implement client investment strategies and present sound recommendations.
• Coach internal partners to identify investment opportunities and drive referrals.
• Regularly meet with partners to review results and maintain SLAs and compliance.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors degree

Job description

PNC Wealth Management seeks a Wealth Advisor based in Alabama to consult on investment and insurance strategies, grow client relationships, and develop financial plans. You will own client experience, coordinate referrals, and ensure regulatory compliance within a collaborative in-office culture.

Ideal candidates have a Bachelor's degree with 3+ years of relevant experience and may hold FINRA licenses. The role emphasizes client-centric service, cross-functional teamwork, and a strong sales