Wealth Advisor - Elevate Client Wealth & Planning

Fairygodboss; Greenville (SC); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

401(k) matching

Medical/prescription coverage

Dental and vision

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in South Carolina to develop and implement investment and insurance strategies for clients, expand the client base, and deliver comprehensive financial planning. You will manage the client experience, drive referrals, and collaborate with internal partners to optimize outcomes.

The role requires coaching internal teams, strong communication, and adherence to regulatory and internal guidelines.

Qualifications

• University degree required; 3+ years of relevant industry experience.
• Certifications are often desired.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires, expands and maintains client relationships through business development and networking.
• Develops and implements investment and insurance strategies; presents recommendations and monitors plans.
• Educates internal partners to identify investment opportunities and drives referral activity.
• Meets service levels and adheres to laws and company 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

Tools

FINRA Licenses

Job description

PNC Wealth Management is seeking a Wealth Advisor based in South Carolina to develop and implement investment and insurance strategies for clients, expand the client base, and deliver comprehensive financial planning. You will manage the client experience, drive referrals, and collaborate with internal partners to optimize outcomes.

The role requires coaching internal teams, strong communication, and adherence to regulatory and internal guidelines.