Wealth Advisor: Grow Client Wealth & Plans

PNC; Norfolk (VA); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Pension and stock purchase plans

Educational assistance

Wellness program

Paid holidays

Vacation days

Job summary

PNC is seeking a results-driven financial professional to consult on investment and insurance strategies, grow a book of business and manage client relationships. You will develop custom financial plans, present recommendations and partner with internal teams to drive referrals.

The role emphasizes client service, sales discipline, and compliance across a broad product set within an in-office environment in Virginia. FINRA licenses are required or pursued as part of the role.

Qualifications

• Client-facing financial advisory experience preferred.
• Knowledge of investment/insurance products and sales process.
• Ability to develop and manage client financial plans.

Responsibilities

• Consults on investment and insurance strategies and builds a client book of business.
• Expands and maintains client relationships through business development.
• Develops and implements financial plans and recommends products to meet client needs.
• Coaches internal partners to identify investment opportunities and improve 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

Bachelor's

Job description

PNC is seeking a results-driven financial professional to consult on investment and insurance strategies, grow a book of business and manage client relationships. You will develop custom financial plans, present recommendations and partner with internal teams to drive referrals.

The role emphasizes client service, sales discipline, and compliance across a broad product set within an in-office environment in Virginia. FINRA licenses are required or pursued as part of the role.