Wealth Advisor - Client Investments & Planning

PNC; Alexandria (IN); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision options

Life insurance

Disability protection

401(k) with PNC match

Education assistance

Wellness program

Paid holidays

Vacation days

Job summary

PNC Wealth Management in Alexandria, IN is seeking a Financial Advisor to design investment and insurance strategies and build a strong client book. You will own the client experience, deliver tailored financial plans, and work with internal partners to maximize referrals and results.

You will coach branch staff, expand client relationships, and ensure compliance with applicable laws and policies while delivering exceptional service in a collaborative, in-office environment.

Qualifications

• University/college degree required; 2+ years of relevant professional experience.
• In lieu of degree, a comparable combination of education, certification(s), and experience may be considered.
• Bachelor's degree in Finance, Business or related field (implied).

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business.
• Acquires, expands and maintains client relationships through business development and client networking.
• Develops and implements investment and insurance strategies for clients; presents sound financial recommendations and guidance to clients.
• Coaches and educates branch staff to identify investment opportunities and drive referrals; leads the branch team on actions to achieve investment results.
• Regularly reviews business results and pipeline, meeting service levels and adhering to laws and policies.

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 Alexandria, IN is seeking a Financial Advisor to design investment and insurance strategies and build a strong client book. You will own the client experience, deliver tailored financial plans, and work with internal partners to maximize referrals and results.

You will coach branch staff, expand client relationships, and ensure compliance with applicable laws and policies while delivering exceptional service in a collaborative, in-office environment.