Wealth Advisor: Client-Centric Financial Planning

Fairygodboss; Greensboro (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401(k) with match

Paid holidays & vacation

Job summary

PNC Wealth Management seeks a Wealth Advisor based in North Carolina to consult on investment and insurance strategies, develop financial plans for clients, and grow a book of business while delivering exceptional client experiences.

The role emphasizes relationship development, adherence to laws and internal policies, and collaboration with internal partners to optimize referrals and service levels.

Qualifications

• University degree and 3+ years relevant industry experience.
• FINRA Series 7 and 66 (or 63/65) required. Life and Health Insurance required.
• Strong client relationship and sales skills; ability to develop and execute financial plans.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns the client experience; handles sales and service.
• Expands client relationships through business development and referrals to internal partners.
• Develops and implements investment strategies; presents recommendations and monitors plans.

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

Job description

PNC Wealth Management seeks a Wealth Advisor based in North Carolina to consult on investment and insurance strategies, develop financial plans for clients, and grow a book of business while delivering exceptional client experiences.

The role emphasizes relationship development, adherence to laws and internal policies, and collaboration with internal partners to optimize referrals and service levels.