Wealth Advisor: Investment & Planning for Clients

PNC; Louisville (KY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Job summary

PNC Wealth Management in Louisville, KY (Rockford Lane, Shively) is seeking a Financial Advisor to manage an assigned client book, deliver investment and insurance guidance, and coordinate with branch teams to enhance the client experience.

Qualified candidates will have a bachelor’s degree, FINRA Series 7 and 66 (or 63/65) and Life/Health insurance licenses, 2+ years of related experience, and a commitment to compliant, client-centered solutions.

Qualifications

• Bachelor’s degree required; university/college degree preferred.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance licenses.
• 2+ years of relevant professional experience in financial services.

Responsibilities

• Consult on investment and insurance strategies; develop financial plans and grow a client book.
• Acquire and maintain client relationships; generate referrals to internal partners.
• Develop and implement investment strategies; present recommendations to clients.
• Coach branch staff to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Education

Bachelors

Job description

PNC Wealth Management in Louisville, KY (Rockford Lane, Shively) is seeking a Financial Advisor to manage an assigned client book, deliver investment and insurance guidance, and coordinate with branch teams to enhance the client experience.

Qualified candidates will have a bachelor’s degree, FINRA Series 7 and 66 (or 63/65) and Life/Health insurance licenses, 2+ years of related experience, and a commitment to compliant, client-centered solutions.