Wealth Advisor: Client-Focused Financial Planning

PNC; Alexandria (VA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Paid time off

Job summary

PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business from a PNC branch in Alexandria, IN. You will develop investment and insurance strategies, deliver personalized financial plans, and expand client relationships while coordinating with partners to meet client goals.

The role emphasizes in-office collaboration, adherence to regulations, and a proactive, client-focused approach within a supportive culture at PNC.

Qualifications

• Successful candidates must demonstrate knowledge, skills, and abilities for the role.
• Education: Bachelor’s degree and relevant competencies.
• Licenses/Certifications: FINRA licenses as specified.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients.

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

Job description

PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business from a PNC branch in Alexandria, IN. You will develop investment and insurance strategies, deliver personalized financial plans, and expand client relationships while coordinating with partners to meet client goals.

The role emphasizes in-office collaboration, adherence to regulations, and a proactive, client-focused approach within a supportive culture at PNC.