Wealth Advisor: Build Wealth & Trusted Relationships

PNC; Charleston (SC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and Prescription Coverage

401(k) with Company Match

Education Assistance

Job summary

PNC Wealth Management is seeking a Wealth Advisor to base in South Carolina, focusing on developing financial plans, investment and insurance strategies, and growing a book of business. You will work with clients to deliver sound financial guidance, access internal partners, and maintain strong client relationships.

The role emphasizes collaborative client service and adherence to regulatory guidelines. Qualifications include a Bachelor's degree and FINRA licenses; experience in wealth

Qualifications

• Experience in wealth management or financial advisory preferred.
• Strong knowledge of investment and insurance strategies.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and manages client experience.
• Develops and implements investment strategies and presents recommendations.
• Coaches internal partners to identify investment opportunities and drives referrals.
• Meets with partners to review results and maintain service levels.

Education

Bachelors

Experience in Wealth Management

Job description

PNC Wealth Management is seeking a Wealth Advisor to base in South Carolina, focusing on developing financial plans, investment and insurance strategies, and growing a book of business. You will work with clients to deliver sound financial guidance, access internal partners, and maintain strong client relationships.

The role emphasizes collaborative client service and adherence to regulatory guidelines. Qualifications include a Bachelor's degree and FINRA licenses; experience in wealth