Wealth Advisor: Grow Client Relationships & Plans

PNC; Savannah (GA); On-site; USD 95,000 - 170,000; Full time

Benefits offered by this job

Medical/prescription coverage with HSA

Dental and vision options

Life insurance for employee and family

Disability protection

401(k) with match and pension

Stock purchase plan

Dependent care reimbursement

Back-up child/elder care

Educational assistance

Wellness program with incentives

Paid holidays and vacation

Job summary

PNC Wealth Management in Georgia is seeking a Wealth Advisor to grow and manage a dedicated client book, delivering investment and insurance guidance, and comprehensive financial plans to clients.

The role emphasizes an exceptional client experience, cross-functional collaboration, and strict adherence to regulatory guidelines in an in-office environment. A strong track record in relationship management is essential.

Qualifications

• Roles typically require a university degree with 3+ years of relevant industry experience.
• Certifications are often desired; in lieu of a degree, a comparable combination may be considered.
• FINRA licenses and state-specific registrations are common prerequisites.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Expands and maintains client relationships through business development and networking.
• Develops and implements investment strategies and presents sound financial recommendations.
• Coaches internal partners to identify investment opportunities and drives referrals.
• Meets with partners to review results and adheres to laws and guidelines.

Job description

PNC Wealth Management in Georgia is seeking a Wealth Advisor to grow and manage a dedicated client book, delivering investment and insurance guidance, and comprehensive financial plans to clients.

The role emphasizes an exceptional client experience, cross-functional collaboration, and strict adherence to regulatory guidelines in an in-office environment. A strong track record in relationship management is essential.