Wealth Advisor, Client Growth & Strategy - Raleigh

PNC; Cary (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

Life insurance

Disability protection

401(k) with company match

Pension and stock plans

Educational assistance

Paid holidays

Vacation days

Job summary

PNC Wealth Management is seeking a Financial Advisor to be located in Raleigh, NC. The role focuses on consulting on investment and insurance strategies, developing financial plans, and growing a client book through proactive prospecting and client service.

The position requires FINRA Series 7 and 66 (or 63,65) licenses and Life and Health Insurance; a Bachelor's degree and 2+ years of experience are preferred. Strong relationship-building and communication skills are essential.

Qualifications

• University degree required with 2+ years of relevant experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Licenses and registrations necessary to serve as a Financial Advisor.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain client base; manage sales and service and make referrals.
• Develop and implement investment strategies and monitor financial plans.
• Coach branch staff to identify investment opportunities and drive referrals.
• Meet with management to review results and pipeline; meet SLAs.

Skills

Client Prospecting

Relationship Building

Public Speaking

Financial Analysis

Financial Modeling

Sales Skills

Prospecting

Education

Bachelor's

Tools

CRM / Sales Tools

Job description

PNC Wealth Management is seeking a Financial Advisor to be located in Raleigh, NC. The role focuses on consulting on investment and insurance strategies, developing financial plans, and growing a client book through proactive prospecting and client service.

The position requires FINRA Series 7 and 66 (or 63,65) licenses and Life and Health Insurance; a Bachelor's degree and 2+ years of experience are preferred. Strong relationship-building and communication skills are essential.