Wealth Advisor: Grow Portfolios & Client Relationships

Fairygodboss; Winston-Salem (NC); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability

401(k) match

Stock purchase plan

Dependent care

Back-up care

Educational assistance

Wellness program

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in North Carolina to help clients achieve their financial goals. You will consult on investment and insurance strategies, develop plans, grow relationships, and collaborate with internal partners to drive referrals.

Requires FINRA licenses 7 and 66 (or 63,65) and Life and Health Insurance; Bachelor's degree; 3+ years of experience; strong communication.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• 3+ years of relevant industry experience preferred.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and owns the client experience.
• Expands client relationships through business development and referrals to internal partners.

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 Wealth Management is seeking a Wealth Advisor based in North Carolina to help clients achieve their financial goals. You will consult on investment and insurance strategies, develop plans, grow relationships, and collaborate with internal partners to drive referrals.

Requires FINRA licenses 7 and 66 (or 63,65) and Life and Health Insurance; Bachelor's degree; 3+ years of experience; strong communication.