Wealth Advisor: Grow Client Wealth & Relationships

Fairygodboss; Charlotte (NC); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Life insurance

Job summary

PNC Wealth Management in North Carolina seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and manage a book of business. You will build client relationships, expand referrals, and collaborate with internal partners to drive opportunities.

Must have 3+ years of experience, a Bachelor's degree, and FINRA Series 7/66 plus Life and Health Insurance licenses. In-office role with comprehensive benefits and compliance with regulatory guidelines.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant / direct industry experience.
• FINRA Series 7 and 66 required; Life and Health Insurance licenses required.
• Ability to develop investment and insurance strategies and provide sound financial guidance.

Responsibilities

• Consult on investment and insurance strategies and financial plans for clients. Grow and retain an investment and insurance book of business. Owns the client experience, handling sales and service and referrals to partners as appropriate.
• Acquires, expands and maintains client relationships through business development and networking. Enhance client loyalty and share of wallet with excellent service.
• Develops and implements investment and insurance strategies; presents sound recommendations and creates financial plans based on client goals.
• Coaches and educates internal partners to identify opportunities; drives investment education and maintains strong partner relationships.
• Meets with internal partners to review results and pipeline; adheres to laws, regulations and guidelines.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's degree

FINRA Series 7 and 66

Life and Health Insurance

Job description

PNC Wealth Management in North Carolina seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and manage a book of business. You will build client relationships, expand referrals, and collaborate with internal partners to drive opportunities.

Must have 3+ years of experience, a Bachelor's degree, and FINRA Series 7/66 plus Life and Health Insurance licenses. In-office role with comprehensive benefits and compliance with regulatory guidelines.