Wealth Advisor - In-Office Client Investment Planner

PNC Financial Services Group; Bowling Green (KY); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

PNC Wealth Management is seeking a Financial Advisor based in Bowling Green, KY to deliver holistic financial planning and investment advice to clients in the local community. The role emphasizes building trusted relationships, understanding client goals, and guiding conversations across investment, insurance, and retirement planning.

As part of the PNC team, you will work with branch colleagues to expand a diversified book of business, provide exceptional service, and comply with regulatory

Qualifications

• University/college degree required.
• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required (or 63/65 as alternative).
• Life and Health Insurance required.

Responsabilités

• Consults on investment and insurance strategies and builds financial plans for clients.
• Expands and maintains a book of business through client networking and referrals.
• Develops and implements investment strategies and presents sound recommendations.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets with leadership to review results and ensures compliance with laws and policies.

Connaissances

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Formation

Bachelor's degree

Description du poste

PNC Wealth Management is seeking a Financial Advisor based in Bowling Green, KY to deliver holistic financial planning and investment advice to clients in the local community. The role emphasizes building trusted relationships, understanding client goals, and guiding conversations across investment, insurance, and retirement planning.

As part of the PNC team, you will work with branch colleagues to expand a diversified book of business, provide exceptional service, and comply with regulatory