Wealth Advisor: Client Growth & Investment Strategy

Talentify; Tuscaloosa (AL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental and Vision

401(k) with match

Educational assistance

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Alabama. You will consult on investment and insurance strategies, develop financial plans, and manage a client book to grow loyalty and referrals.

You will collaborate with internal partners, coach teams, and ensure compliance with laws and guidelines. FINRA licenses 7&66 (or 63/65) and Life/Health Insurance are required; 3+ years of related experience and a Bachelor's degree are expected.

Qualifications

• Bachelor's degree required; relevant financial services experience preferred.
• Strong client development and relationship management skills.
• Licensing requirements specified below (FINRA 7/66 or 63/65; Life/Health).

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns the client experience.
• Expands client relationships through business development and referrals to partners as appropriate.
• Develops and implements investment and insurance strategies; presents sound recommendations.
• Collaborates with 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 based in Alabama. You will consult on investment and insurance strategies, develop financial plans, and manage a client book to grow loyalty and referrals.

You will collaborate with internal partners, coach teams, and ensure compliance with laws and guidelines. FINRA licenses 7&66 (or 63/65) and Life/Health Insurance are required; 3+ years of related experience and a Bachelor's degree are expected.