Wealth Advisor - Client-Focused Investment & Planning

PNC Financial Services Group, Inc.; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

401(k) with company match

Pension and stock purchase plans

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Advisor for PNC Wealth Management in Georgia. You will advise on investments and insurance, grow client relationships, and develop financial plans tailored to client needs.

The role emphasizes collaboration with internal partners to identify opportunities and drive referral activity. You will regularly review client plans, monitor results, and ensure compliance with applicable laws and internal guidelines while delivering exceptional service

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance licensing required.
• 3+ years of relevant financial services experience.

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 investment plans, presents recommendations, and implements strategies.
• Coaches internal partners to identify opportunities and drive referrals.
• Meets with partners to review results and maintain pipeline; adheres to laws and guidelines.

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 degree

Job description

PNC Financial Services Group, Inc. is seeking a Wealth Advisor for PNC Wealth Management in Georgia. You will advise on investments and insurance, grow client relationships, and develop financial plans tailored to client needs.

The role emphasizes collaboration with internal partners to identify opportunities and drive referral activity. You will regularly review client plans, monitor results, and ensure compliance with applicable laws and internal guidelines while delivering exceptional service