Wealth Advisor: Growth, Planning & Client Relationships

Fairygodboss; Tuscaloosa (AL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

401(k) with match

Education assistance

Job summary

PNC Wealth Management seeks a Wealth Advisor based in Alabama to consult on investment and insurance strategies, develop financial plans for clients, grow and retain a book of business, and own the client experience.

PNC emphasizes an in-office culture, collaboration with recruiters and hiring managers to align roles with goals, and adherence to laws and guidelines while delivering a superior client experience.

Qualifications

• University degree required with 3+ years in finance.
• FINRA Series 7 and 66; Life and Health Insurance licenses required.
• Certifications not required per job description.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Acquire and expand client relationships through networking and referrals.
• Develop and implement investment strategies and present recommendations.
• Coach internal partners to identify opportunities and drive referrals.
• Meet with internal partners to review results and manage pipeline and service levels.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Wealth Management seeks a Wealth Advisor based in Alabama to consult on investment and insurance strategies, develop financial plans for clients, grow and retain a book of business, and own the client experience.

PNC emphasizes an in-office culture, collaboration with recruiters and hiring managers to align roles with goals, and adherence to laws and guidelines while delivering a superior client experience.