Wealth Advisor - Client Growth & Financial Planning

PNC Financial Services Group, Inc.; Savannah (GA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Dental and vision options

Life and disability insurance

401(k) with PNC match

Educational assistance

Job summary

PNC Wealth Management is seeking a Wealth Advisor in Georgia to consult on investment and insurance strategies, develop financial plans, and grow a client book of business. The role emphasizes building strong client relationships, coordinating with internal partners, and delivering tailored financial solutions.

The ideal candidate has experience in investment strategies, financial planning, and collaborating with teams to drive referrals and client satisfaction.

Qualifications

• Successful candidates must demonstrate knowledge, skills, and abilities for the role.

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.
• Acquire, expand and maintain client relationships through business development.
• Develops and implements investment strategies; presents sound financial 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 is seeking a Wealth Advisor in Georgia to consult on investment and insurance strategies, develop financial plans, and grow a client book of business. The role emphasizes building strong client relationships, coordinating with internal partners, and delivering tailored financial solutions.

The ideal candidate has experience in investment strategies, financial planning, and collaborating with teams to drive referrals and client satisfaction.