Wealth Advisor: Client-Focused Investment & Planning

PNC; Raleigh (NC); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision

Life insurance

Disability protection

401(k) with match

Stock purchase plan

Educational assistance

Wellness program

Paid time off

Job summary

PNC Wealth Management in Raleigh, NC seeks a Wealth Advisor to build and manage investment and insurance plans for clients, delivering tailored financial solutions and an exceptional client experience.

You will develop relationships, expand the book of business, and coordinate with internal partners to drive referrals while maintaining compliance and service standards. A bachelor's degree and FINRA licenses are expected with relevant industry experience.

Qualifications

• Bachelor's degree required; certifications often desired.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Acquire, expand and maintain client relationships and book of business; drive referrals to internal partners.
• Develop and implement investment strategies; present sound financial recommendations; monitor and adjust plans.
• Coach internal business partners, drive investment education, and maintain strong cross-team relationships.
• Meet with internal partners to review results and pipeline; adhere to laws and guidance.

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 Wealth Management in Raleigh, NC seeks a Wealth Advisor to build and manage investment and insurance plans for clients, delivering tailored financial solutions and an exceptional client experience.

You will develop relationships, expand the book of business, and coordinate with internal partners to drive referrals while maintaining compliance and service standards. A bachelor's degree and FINRA licenses are expected with relevant industry experience.