Wealth Advisor: Client-Focused Investment & Planning

PNC Financial Services Group, Inc.; Columbia (SC); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Education assistance

Job summary

PNC Financial Services Group, Inc. in South Carolina seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a client book, owning the client experience and coordinating with internal partners for tailored solutions.

Based in Columbia, the role emphasizes a client-focused, in-office culture with a broad benefits program and opportunities for referrals and growth within Wealth Management.

Qualifications

• 3+ years of relevant / direct industry experience.
• Bachelor's degree required; certifications often desired.

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, handling sales and service, identifying opportunities and making referrals.

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 Financial Services Group, Inc. in South Carolina seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a client book, owning the client experience and coordinating with internal partners for tailored solutions.

Based in Columbia, the role emphasizes a client-focused, in-office culture with a broad benefits program and opportunities for referrals and growth within Wealth Management.