Wealth Advisor: Client Planning & Growth

PNC; South Carolina; On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Education assistance

Paid time off

Job summary

PNC Wealth Management seeks a Financial Advisor to guide clients in achieving saving, investing, and retirement goals. Based in-office, you will manage an assigned book, collaborate with branch teams, and deliver personalized financial plans with a holistic strategy.

You will consult on investment and insurance strategies, grow client relationships, and drive referral activity while maintaining compliance with regulations and internal guidelines.

Qualifications

• University/college degree required; 2+ years relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience with sales, service and referrals to internal partners.
• Develop and implement investment/insurance strategies and monitor client plans.

Skills

Prospecting for new clients

Client relationship building

Financial analysis

Public speaking

Sales and referrals

Interpersonal communication

Managing multiple priorities

Customer experience management

Team collaboration

Education

Bachelor’s degree

FINRA Series 7/66 or 63/65

Life and Health Insurance license

Job description

PNC Wealth Management seeks a Financial Advisor to guide clients in achieving saving, investing, and retirement goals. Based in-office, you will manage an assigned book, collaborate with branch teams, and deliver personalized financial plans with a holistic strategy.

You will consult on investment and insurance strategies, grow client relationships, and drive referral activity while maintaining compliance with regulations and internal guidelines.