Wealth Advisor: Grow Client Portfolios & Plans

PNC; Montgomery (AL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with PNC match

Pension plan

Educational assistance

Health insurance

Job summary

PNC Wealth Management seeks a Wealth Advisor based in Alabama to consult on investment and insurance strategies, develop financial plans, and grow a book of business through proactive client engagement.

You will expand client relationships, present sound recommendations, and coach internal partners to drive referral activity while maintaining compliance with applicable laws and regulations. This role requires a degree and FINRA licenses with Life/Health insurance as applicable.

Qualifications

• 3+ years of relevant / direct industry experience.
• FINRA Series 7 and 66 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 for clients and presents sound recommendations.
• Coaches internal partners to identify investment opportunities and drives referral activity.
• Meets with internal partners to review results and pipeline; adheres to laws and guidelines.

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 seeks a Wealth Advisor based in Alabama to consult on investment and insurance strategies, develop financial plans, and grow a book of business through proactive client engagement.

You will expand client relationships, present sound recommendations, and coach internal partners to drive referral activity while maintaining compliance with applicable laws and regulations. This role requires a degree and FINRA licenses with Life/Health insurance as applicable.