Wealth Advisor: Client‑Focused Financial Planning

PNC; Atlanta (GA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision

Life insurance (employee & family)

Disability protection

401(k) with match

Pension

Stock purchase plan

Dependent care reimbursement

Backup child/elder care

Educational assistance

Wellness program

Holidays & vacation

Job summary

PNC Wealth Management is hiring a Wealth Advisor based in Georgia. The role focuses on consulting on investment and insurance strategies, developing financial plans, and growing a client book.

You will coordinate with internal partners to maximize referrals while maintaining strong client relationships. The position requires a university degree, FINRA Series 7 and 66 (or 63,65) licenses, and Life and Health Insurance qualifications.

Qualifications

• University degree required with 3+ years of relevant/direct industry experience.
• Certifications are often desired; in lieu of a degree, a comparable mix of education, certifications, and experience may be considered.
• FINRA licenses and life/health insurance qualifications are required.

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 the client experience.
• Develops investment/insurance strategies and presents sound financial recommendations.
• Coaches internal partners to identify opportunities and drives referral activity.
• Meets with partners to review results and maintain pipeline 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

Job description

PNC Wealth Management is hiring a Wealth Advisor based in Georgia. The role focuses on consulting on investment and insurance strategies, developing financial plans, and growing a client book.

You will coordinate with internal partners to maximize referrals while maintaining strong client relationships. The position requires a university degree, FINRA Series 7 and 66 (or 63,65) licenses, and Life and Health Insurance qualifications.