Wealth Advisor: Grow Client Wealth & Financial Plans

Talentify; Savannah (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Dental & Vision

401(k) with match

Paid time off

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Georgia to manage client relationships and deliver customized investment and insurance strategies. You will own the client experience, grow a book of business, and collaborate with internal partners to optimize referrals.

Qualifications include a bachelor’s degree and FINRA licenses (Series 7 and 66 or 63/65) plus Life and Health Insurance. This in-office role offers a comprehensive benefits package and career growth within PNC Wealth

Qualifications

• Experience building investment and insurance plans for clients.
• Ability to develop financial plans and present recommendations.
• Certifications are often desired; teamwork with internal partners is essential.

Responsibilities

• Consults on investment and insurance strategies, building client plans and book of business.
• Expands and maintains client relationships through business development and referrals.
• Develops and implements investment strategies and presents sound recommendations to clients.
• Coaches internal partners to identify opportunities and drive referrals.
• Meets with partners to review results and ensure regulatory compliance.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Wealth Management is seeking a Wealth Advisor based in Georgia to manage client relationships and deliver customized investment and insurance strategies. You will own the client experience, grow a book of business, and collaborate with internal partners to optimize referrals.

Qualifications include a bachelor’s degree and FINRA licenses (Series 7 and 66 or 63/65) plus Life and Health Insurance. This in-office role offers a comprehensive benefits package and career growth within PNC Wealth