Wealth Advisor: Client Growth & Planning

PNC Financial Services Group; Louisville (KY); In loco; USD 75.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical/Prescription coverage

Dental and Vision

401(k) with PNC match

Pension and Stock Purchase Plans

Paid time off (holidays and vacation)

Descrizione del lavoro

PNC Financial Services Group, based in Louisville, KY, seeks a Financial Advisor within PNC Wealth Management to grow a book of business and deliver holistic financial planning. The role combines investment and insurance strategy, client relationship management, and collaboration with branch staff.

Requirements include a Bachelor's degree, FINRA Series 7 and 66 (or 63/65), Life and Health Insurance licenses, and strong interpersonal skills.

Competenze

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

Mansioni

• Consults on investment and insurance strategies and develops financial plans.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and making referrals.
• Develops and implements investment and insurance strategies for clients.
• Coaches branch staff to identify investment opportunities and drive referrals.

Conoscenze

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Formazione

Bachelors

Descrizione del lavoro

PNC Financial Services Group, based in Louisville, KY, seeks a Financial Advisor within PNC Wealth Management to grow a book of business and deliver holistic financial planning. The role combines investment and insurance strategy, client relationship management, and collaboration with branch staff.

Requirements include a Bachelor's degree, FINRA Series 7 and 66 (or 63/65), Life and Health Insurance licenses, and strong interpersonal skills.