Wealth Advisor: Invest, Plan & Grow Client Relationships

Fairygodboss; Alexandria (IN); On-site; USD 70,000 - 110,000; Full time

Job summary

PNC Wealth Management is seeking a Financial Advisor in Alexandria, IN to manage an assigned book of business, consult on investments and insurance, and deliver holistic financial planning for clients. The role emphasizes client growth, exceptional service, and collaboration with branch teams to drive referrals.

The position requires a 2+ year track record, FINRA licenses 7/66 (or 63/65) and Life/Health insurance credentials, with a strong focus on relationship management and regulatory

Qualifications

• University degree required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• Licenses and certifications align with FINRA and insurance requirements.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients; grows and retains an investment and insurance book of business.
• Acquires, expands and maintains client relationships through business development and networking; enhances client loyalty and share of wallet.
• Develops and implements investment and insurance strategies; presents sound recommendations and establishes financial plans based on client needs.

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 is seeking a Financial Advisor in Alexandria, IN to manage an assigned book of business, consult on investments and insurance, and deliver holistic financial planning for clients. The role emphasizes client growth, exceptional service, and collaboration with branch teams to drive referrals.

The position requires a 2+ year track record, FINRA licenses 7/66 (or 63/65) and Life/Health insurance credentials, with a strong focus on relationship management and regulatory