Wealth Advisor: Client Growth & Financial Planning

Fairygodboss; Mobile (AL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Job summary

PNC Wealth Management in Alabama seeks a Wealth Advisor to advise on investments and insurance strategies, develop comprehensive financial plans, and grow client relationships. The role emphasizes delivering an exceptional client experience, managing a book of business, and coordinating with internal partners to maximize referrals.

Applicants should have a Bachelor's degree and relevant industry experience, plus FINRA Series 7/66 and Life/Health licenses.

Qualifications

• Bachelor's degree required and relevant financial services experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Sponsorship for employment visas not provided.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment/insurance book of business and manage client experience.
• Acquire, expand and maintain client relationships through business development.
• Present financial recommendations and establish plans based on client needs and objectives.

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 Alabama seeks a Wealth Advisor to advise on investments and insurance strategies, develop comprehensive financial plans, and grow client relationships. The role emphasizes delivering an exceptional client experience, managing a book of business, and coordinating with internal partners to maximize referrals.

Applicants should have a Bachelor's degree and relevant industry experience, plus FINRA Series 7/66 and Life/Health licenses.