Wealth Advisor: Personal Investment & Planning Expert
PNC
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Benefits offered by this job
Job summary
PNC Wealth Management in Charlotte, NC is seeking a Financial Advisor based in Ballantyne to manage an assigned book of business. You will consult on investment and insurance strategies, develop personalized financial plans, and drive client engagement within a collaborative banking network.
Successful candidates will hold FINRA licenses (7/66) and Life/Health insurance requirements, with 2+ years of relevant experience. The role offers a comprehensive benefits package and robust training.
Qualifications
- Bachelor's degree and FINRA licenses (7/66) or equivalent.
- 2+ years of relevant financial advisory or banking experience.
- Proven ability to develop client relationships and manage a book of business.
Responsibilities
- Consult on investment and insurance strategies and create financial plans.
- Acquire and expand client relationships through business development.
- Develop and implement investment and insurance strategies for clients.
- Coach branch staff to identify investment opportunities.
- Meet with branch management to review results and pipeline.
- Adhere to laws, regulations, policies and guidelines.
Skills
Education
Job description
PNC Wealth Management in Charlotte, NC is seeking a Financial Advisor based in Ballantyne to manage an assigned book of business. You will consult on investment and insurance strategies, develop personalized financial plans, and drive client engagement within a collaborative banking network.
Successful candidates will hold FINRA licenses (7/66) and Life/Health insurance requirements, with 2+ years of relevant experience. The role offers a comprehensive benefits package and robust training.
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