Wealth Advisor — Grow Client Wealth & Financial Plans

Fairygodboss; Georgetown (KY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical / Prescription Coverage

Dental & Vision

401(k) with company match

Job summary

PNC Wealth Management seeks a Wealth Advisor based in Kentucky to consult on investment and insurance strategies, develop financial plans, and grow a client-focused book of business. You will own the client experience, coordinate with internal partners, and strive to deliver exceptional service.

This in-office role requires establishing strong client relationships and leveraging assets and referrals to expand ownership of the client wallet. Certifications/licensing are emphasized.

Qualifications

• Bachelor's degree required or equivalent experience.
• FINRA Series 7/66 licenses preferred or required.
• Life and Health Insurance licenses preferred or required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and manages client experience.
• Acquires and expands client relationships through networking and referrals.
• Develops investment and insurance strategies and presents sound recommendations to clients.
• Coaches internal partners to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Education

Bachelor's degree

FINRA Series 7/66

Life and Health Insurance

Job description

PNC Wealth Management seeks a Wealth Advisor based in Kentucky to consult on investment and insurance strategies, develop financial plans, and grow a client-focused book of business. You will own the client experience, coordinate with internal partners, and strive to deliver exceptional service.

This in-office role requires establishing strong client relationships and leveraging assets and referrals to expand ownership of the client wallet. Certifications/licensing are emphasized.