Wealth Advisor: Holistic Planning & Client Growth

PNC Financial Services Group, Inc.; Crestline (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid holidays

Education assistance

Wellness program

Stock purchase plan

Job summary

PNC Financial Services Group, Inc. is seeking a Financial Advisor for PNC Wealth Management at the Crestline Branch in Birmingham, AL. The role focuses on consultative investment planning and building a client-centric experience.

You will manage a book of business, develop financial plans, and collaborate with branch staff to identify opportunities while ensuring regulatory compliance and quality service.

Qualifications

• Bachelor's degree or higher required or equivalent
• FINRA Series 7 and 66 (or 63,65) required
• Life and Health Insurance licenses required

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, handling sales and service and referring to internal partners as needed.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Public Speaking

Relationship Management

Coaching Others

Customer Experience Management

Sales Tasks

Selling

Education

Bachelor's degree

FINRA Series 7 and 66 (or 63,65)

Life and Health Insurance license

Job description

PNC Financial Services Group, Inc. is seeking a Financial Advisor for PNC Wealth Management at the Crestline Branch in Birmingham, AL. The role focuses on consultative investment planning and building a client-centric experience.

You will manage a book of business, develop financial plans, and collaborate with branch staff to identify opportunities while ensuring regulatory compliance and quality service.