Wealth Advisor: Grow Portfolios & Clients

Fairygodboss; Charleston (SC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

PNC Wealth Management in South Carolina seeks a Wealth Advisor to help clients build comprehensive financial plans and manage investments and insurance strategies. You will own the client experience, drive referrals, and collaborate with internal partners to grow the book of business.

The role requires program management, regulatory compliance, and strong communication skills. A bachelor's degree and FINRA licenses (7/66) plus Life and Health Insurance credentials are required, with a focus on

Qualifications

• Experience in financial planning and wealth management is required.
• FINRA licenses (Series 7 and 66) and Life and Health Insurance are required.
• Bachelor's degree or equivalent with industry certifications preferred.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns the client experience.
• Expands client relationships through business development and networking; increases share of wallet.
• Develops and implements investment strategies and presents sound recommendations.
• Coaches internal partners to identify opportunities and maintains strong referrals.

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 degree

Job description

PNC Wealth Management in South Carolina seeks a Wealth Advisor to help clients build comprehensive financial plans and manage investments and insurance strategies. You will own the client experience, drive referrals, and collaborate with internal partners to grow the book of business.

The role requires program management, regulatory compliance, and strong communication skills. A bachelor's degree and FINRA licenses (7/66) plus Life and Health Insurance credentials are required, with a focus on