Wealth Advisor: Client Growth & Financial Planning

PNC; Charleston (SC); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401(k) with match

Pension & Stock purchase

Paid holidays & time off

Job summary

PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, develop client financial plans, and grow a robust book of business in South Carolina. You will manage client relationships, deliver tailored financial guidance, and collaborate with internal partners to expand opportunities.

Strong communication and coaching skills are essential. The role focuses on client experience, referrals, and adherence to regulatory standards while supporting growth across PNC

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) licenses required.
• Life and Health Insurance license required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grow and retain an investment and insurance book of business; own client experience and drive sales/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

Tools

FINRA Series 7

FINRA 66 (or 63,65)

Life and Health Insurance license

Job description

PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, develop client financial plans, and grow a robust book of business in South Carolina. You will manage client relationships, deliver tailored financial guidance, and collaborate with internal partners to expand opportunities.

Strong communication and coaching skills are essential. The role focuses on client experience, referrals, and adherence to regulatory standards while supporting growth across PNC