Wealth Advisor: Grow Client Relationships & Investments

Habitat For Humanity Of Durham; Durham (NC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Stock purchase plan

Pension plan

Paid time off

Job summary

PNC Wealth Management seeks a Wealth Advisor in North Carolina to consult on investment and insurance strategies, build and retain a client book, and own the client experience from sales to service. You will develop and implement financial plans, present recommendations, and coordinate with internal partners to identify opportunities.

A strong focus on relationship-building and client outcomes is essential.

Qualifications

• Skills and experience in wealth management, investment and insurance strategies.
• Strong client development and relationship management capabilities.
• Familiarity with FINRA and life/health insurance requirements preferred.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Grow and retain an investment and insurance book of business.
• Manage client experience including sales, service, and referrals.
• Develops and implements investment strategies and monitors plans.
• Coordinate with internal partners to drive referral activity.

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 in North Carolina to consult on investment and insurance strategies, build and retain a client book, and own the client experience from sales to service. You will develop and implement financial plans, present recommendations, and coordinate with internal partners to identify opportunities.

A strong focus on relationship-building and client outcomes is essential.