Wealth Advisor: Client-Focused Investment & Planning Pro

PNC; Charlotte (NC); On-site; USD 85,000 - 135,000; Full time

Benefits offered by this job

401(k) with PNC match

Health insurance

Life insurance

Educational assistance

Paid holidays

Job summary

PNC Wealth Management seeks a Wealth Advisor based in North Carolina to build and manage client relationships, develop investment and insurance strategies, and deliver comprehensive financial planning.

You will collaborate with internal partners to expand the book of business, provide sound recommendations, and ensure regulatory compliance while delivering exceptional client experiences in a collaborative, in-office environment.

Qualifications

• Roles require a university degree and relevant industry experience.
• FINRA Series 7 and 66 required (or 63,65).
• Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment and insurance book of business.
• Acquire, expand, and maintain client relationships through networking.
• Propose products to support client strategies and deliver sound recommendations.
• Coach internal partners to identify investment opportunities and drive 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 degree

Job description

PNC Wealth Management seeks a Wealth Advisor based in North Carolina to build and manage client relationships, develop investment and insurance strategies, and deliver comprehensive financial planning.

You will collaborate with internal partners to expand the book of business, provide sound recommendations, and ensure regulatory compliance while delivering exceptional client experiences in a collaborative, in-office environment.