Wealth Advisor: Investment Strategy & Client Growth

PNC; Louisville (KY); Sur place; USD 90 000 - 140 000; Plein temps

Résumé du poste

PNC Wealth Management is seeking a Wealth Advisor based in Kentucky to consult on investments and insurance, develop holistic financial plans, and manage an expanding client book. You will build client relationships, provide strategic guidance, and collaborate with internal teams to optimize referrals and outcomes.

The role emphasizes in-person client engagement, regulatory compliance, and ongoing education to deliver exceptional financial solutions.

Qualifications

• University degree in finance or related field.
• FINRA Series 7 and 66 licenses required (or equivalent).
• Life and Health Insurance licenses required.
• Wealth management experience and client advisory skills preferred.

Responsabilités

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business with strong client service.
• Owns the client experience, handling sales, service, and referrals to internal teams.
• Develops and maintains relationships through business development and networking.
• Coaches internal partners to identify investment opportunities and drive referrals.

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 Wealth Advisor based in Kentucky to consult on investments and insurance, develop holistic financial plans, and manage an expanding client book. You will build client relationships, provide strategic guidance, and collaborate with internal teams to optimize referrals and outcomes.

The role emphasizes in-person client engagement, regulatory compliance, and ongoing education to deliver exceptional financial solutions.