Wealth Advisor: Grow Client Portfolios & Plans

PNC Financial Services Group; Louisville (KY); Vor Ort; USD 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical/Dental/Vision

401(k) with match

Pension

Stock purchase plan

Life insurance

Disability insurance

Educational assistance

Wellness program

Zusammenfassung

PNC Wealth Management seeks a Wealth Advisor based in Kentucky to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business. You will collaborate with internal partners to identify opportunities and deliver exceptional client service.

Qualified candidates have 3+ years of relevant experience, a Bachelor's degree, and FINRA licenses (7 and 66 or 63/65) plus Life/Health Insurance credentials.

Qualifikationen

• 3+ years of relevant/ direct industry experience preferred.
• Bachelor's degree required; certifications often desired.

Aufgaben

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns client experience and referrals to partners.
• Develops and implements investment strategies and presents sound financial recommendations.
• Coaches internal partners to identify investment opportunities and drive referral activity.

Kenntnisse

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Ausbildung

Bachelor's

Jobbeschreibung

PNC Wealth Management seeks a Wealth Advisor based in Kentucky to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business. You will collaborate with internal partners to identify opportunities and deliver exceptional client service.

Qualified candidates have 3+ years of relevant experience, a Bachelor's degree, and FINRA licenses (7 and 66 or 63/65) plus Life/Health Insurance credentials.