Wealth Advisor & Investment Strategist

Fairygodboss; Columbus (OH); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Health Insurance

401(k) with company match

Paid time off

Job summary

PNC invites qualified candidates to join our team as a financial advisor focused on investments and insurance strategies. The role emphasizes building strong client relationships, developing financial plans, and managing a growing book of business.

Successful applicants typically hold a Bachelor's degree with 3+ years of experience,FINRA Series 7/66 and Life/Health licenses, and excel in client communication and referrals across internal partners.

Qualifications

• University degree required; 3+ years of relevant experience.
• FINRA Series 7 and 66 required; Life and Health Insurance licenses.
• Strong client prospecting, relationship management and advisory skills.

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 and refers to internal partners as needed.
• Develops and implements investment strategies; determines products to support strategies and presents recommendations.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelors

Job description

PNC invites qualified candidates to join our team as a financial advisor focused on investments and insurance strategies. The role emphasizes building strong client relationships, developing financial plans, and managing a growing book of business.

Successful applicants typically hold a Bachelor's degree with 3+ years of experience,FINRA Series 7/66 and Life/Health licenses, and excel in client communication and referrals across internal partners.