Wealth Advisor: Client-Focused Financial Planning

PNC Financial Services Group, Inc.; Okolona (KY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with PNC match

Paid time off: up to 25 vacation days

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Advisor in Okolona, Kentucky to deliver tailored advice and strategic planning to clients. You will collaborate with Wealth Strategists to develop customized financial solutions that align with clients' goals.

The ideal candidate has a Bachelor's degree and 3+ years of related experience. Benefits include medical coverage, 401(k) match, and up to 25 vacation days. PNC fosters an inclusive culture and is an in-office company.

Qualifications

• 3+ years of relevant/direct industry experience.
• No required certifications; certain licenses are mandatory.
• Ability to manage multiple priorities effectively.

Responsibilities

• Consults on investment and insurance strategies.
• Grows and retains an investment and insurance book of business.
• Owns the client experience and identifies sales opportunities.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Investment Banking

Effective Communications

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 66

Life and Health Insurance

Job description

PNC Financial Services Group, Inc. is seeking a Wealth Advisor in Okolona, Kentucky to deliver tailored advice and strategic planning to clients. You will collaborate with Wealth Strategists to develop customized financial solutions that align with clients' goals.

The ideal candidate has a Bachelor's degree and 3+ years of related experience. Benefits include medical coverage, 401(k) match, and up to 25 vacation days. PNC fosters an inclusive culture and is an in-office company.