Wealth Advisor: Growth, Planning & Client Experience

Jobtailor

Montgomery (AL)

On-site

USD 90,000 - 140,000

Full time

14 days+

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Job summary

Jobtailor in Montgomery, Alabama seeks an experienced financial advisor to consult on investment and insurance strategies, develop comprehensive financial plans, and own the client experience from prospecting through service. You will grow and retain an investment and insurance book of business while driving referrals and ensuring timely follow-up.

The role requires FINRA licensing (Series 7 and 66 or 7/63-65) and Life/Health Insurance credentials, plus strong communication, relationship

Qualifications

University/college degree typically required for this level.
3+ years of relevant/direct industry experience.
FINRA Series 7 and 66 required, or Series 7 and Series 63/65.
Life and Health Insurance license required.
Knowledge of client prospecting and relationship building.
Credit risk analysis, financial analysis, and financial modeling skills.
Customer engagement and retention skills.
Investment banking knowledge.
Public speaking and effective communication skills.
Ability to manage multiple priorities and perform sales/prospecting activities.
Must comply with applicable legal, regulatory, policy, and guideline requirements.

Responsibilities

Consult on investment and insurance strategies and develop financial plans for clients
Grow and retain an investment and insurance book of business
Own the client experience by handling sales and service, identifying opportunities, and making referrals
Acquire, expand, and maintain client relationships through business development and networking
Grow client loyalty and share of wallet through exceptional client experiences
Apply product and procedural knowledge to solve client problems efficiently
Develop and implement client investment and insurance strategies
Determine suitable products and present financial recommendations and guidance
Establish and monitor individual financial plans and recommend changes as needed
Coach and educate internal business partners to identify investment opportunities
Drive investment education and visibility among internal business partners
Communicate with internal and external partners to build relationships and drive referrals
Meet with internal business partners to review business results and pipeline management
Meet service-level agreements for lead and referral follow-up
Adhere to applicable laws, regulations, policies, and guidelines
Manage risks associated with business objectives and activities within PNC’s Enterprise Risk Management Framework