Wealth Advisor: Grow Client Wealth & Relationships

PNC; Charlotte (NC); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) with PNC match

Paid time off

Job summary

PNC Wealth Management in North Carolina is seeking a Wealth Advisor to grow and manage a client book by delivering investment and insurance guidance, developing financial plans, and owning the client experience from sales to service.

You will expand relationships through business development, collaborate with internal partners, ensure compliance with laws and guidelines, and coach teammates to identify opportunities while building loyalty and trust with clients.

Qualifications

• University/college degree required; 3+ years of relevant industry experience; certifications often desired.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires and expands client relationships through networking and referrals; delivers exceptional client experience.
• Develops and implements investment/insurance strategies; presents recommendations and monitors plans.
• Coaches internal partners to identify investment opportunities and drives referral activity.
• Meets with internal partners to review results and ensure SLA adherence and regulatory compliance.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Public Speaking

Customer Engagement

Financial Analysis

Investment Banking

Sales Tasks

Education

Bachelor's degree

Tools

FINRA Series 7/66

Life and Health Insurance License

Job description

PNC Wealth Management in North Carolina is seeking a Wealth Advisor to grow and manage a client book by delivering investment and insurance guidance, developing financial plans, and owning the client experience from sales to service.

You will expand relationships through business development, collaborate with internal partners, ensure compliance with laws and guidelines, and coach teammates to identify opportunities while building loyalty and trust with clients.