Wealth Advisor: Grow Client Wealth & Investments

Fairygodboss; Lexington (KY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) with match

Pension and stock purchase plans

Life insurance

Comprehensive wellness program

Job summary

PNC Wealth Management seeks a Wealth Advisor in Kentucky to develop comprehensive financial plans and manage client investments. You will build and grow a book of business, coordinating with internal partners to deliver tailored solutions and maximize client satisfaction.

The role requires FINRA licensure (Series 7/66) or equivalents and Life & Health insurance knowledge, with a 3+ year background in wealth management or financial services.

Qualifications

• Client prospecting and relationship-building abilities to grow client base.
• Strong financial analysis and modeling skills for investment plans.
• Excellent communication for customer engagement and referrals.
• Ability to collaborate with internal partners to drive opportunities.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Acquire and maintain client relationships through business development.
• Develop and implement investment and insurance strategies for clients.
• Coach internal partners to identify investment opportunities and drive referrals.
• Meet with partners to review results and ensure compliance with laws and guidelines.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Sales & Service

Public Speaking

Education

Bachelor's

Job description

PNC Wealth Management seeks a Wealth Advisor in Kentucky to develop comprehensive financial plans and manage client investments. You will build and grow a book of business, coordinating with internal partners to deliver tailored solutions and maximize client satisfaction.

The role requires FINRA licensure (Series 7/66) or equivalents and Life & Health insurance knowledge, with a 3+ year background in wealth management or financial services.