Wealth Advisor: Client-Focused Investment & Planning

PNC; Durham (NC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

PNC Wealth Management in North Carolina seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and manage a client book with proactive relationship-building and cross-functional collaboration.

The role involves coaching internal partners, expanding business through referrals, and maintaining adherence to regulatory guidelines while delivering an exceptional client experience.

Qualifications

• Bachelor's degree required with 3+ years of relevant/direct industry experience.
• FINRA licenses Series 7 and 66 (or 63/65) and Life and Health Insurance licenses are required.
• No visa sponsorship is provided for this position.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients; grows and retains an investment and insurance book of business.
• Acquires, expands and maintains client relationships through business development and client networking; enhances loyalty and share of wallet.
• Develops and implements investment and insurance strategies; presents sound financial recommendations and establishes client financial plans.
• Coaches and educates internal partners to identify investment opportunities and drive referrals.
• Meets with internal partners to communicate results and pipeline, and 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

Bachelors

FINRA Series 7 & 66 license (or 63/65)

Life and Health Insurance license

Job description

PNC Wealth Management in North Carolina seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and manage a client book with proactive relationship-building and cross-functional collaboration.

The role involves coaching internal partners, expanding business through referrals, and maintaining adherence to regulatory guidelines while delivering an exceptional client experience.