Wealth Advisor - PNC Investments

PNC; Louisville (KY); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor who is passionate about providing tailored financial solutions. This role involves consulting on investment and insurance strategies, developing personalized financial plans, and building strong client relationships. With a focus on customer satisfaction and risk management, you will be supported by a robust training program and state-of-the-art technology. Join a collaborative team that values diversity and inclusion, and make a significant impact on clients' financial futures while advancing your career in a supportive environment.

Benefits

Health Coverage

Retirement Plans

Paid Time Off

Comprehensive Benefits

Qualifications

• 3+ years of experience in the financial industry with necessary licenses.
• Demonstrated ability to develop financial plans and manage client relationships.

Responsibilities

• Consult on investment strategies and develop financial plans for clients.
• Grow and maintain client relationships through business development.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Education

Relevant Degree or Equivalent Experience

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Wealth Advisor within PNC Investments, you may be based in Cincinnati, Dayton, or Columbus, Ohio, or Lexington or Louisville, Kentucky.

PNC Wealth Advisors execute advice and planning strategies focused on helping clients meet their savings, investing, and retirement goals. Our team of financial planning experts guide you in creating personalized solutions for you and your clients. Our comprehensive, holistic, and strategic approach will keep all parties aligned. We provide a robust training program, administrative support, and state-of-the-art technology to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

Job Description

1. Consult on investment and insurance strategies, develop financial plans for clients, grow and retain a book of business. Own the client experience, handle sales and service efficiently, identify sales opportunities, and make referrals to internal partners as appropriate.
2. Acquire, expand, and maintain client relationships through business development and networking. Grow client loyalty and share of wallet through exceptional service. Apply product and procedural knowledge to solve client problems efficiently.
3. Develop and implement investment and insurance strategies. Determine suitable products, present financial recommendations, establish financial plans based on client needs, and monitor and adjust these plans as necessary.
4. Coach and educate internal partners to identify investment opportunities, drive investment education, and build strong relationships for referrals. Communicate regularly to review results and manage pipelines, while adhering to all relevant laws and policies.

Core Values and Competencies

• Customer Focused: Prioritize customer needs and satisfaction in all decisions, creating tailored solutions.
• Managing Risk: Assess and manage risks in line with PNC's Enterprise Risk Management Framework.

Qualifications

Candidates should demonstrate relevant knowledge, skills, and experience, including a relevant degree (or equivalent experience), 3+ years in the industry, and necessary licenses.

Preferred Skills and Certifications

• Skills: Client Prospecting, Relationship Building, Financial Analysis, Public Speaking, etc.
• Certifications: FINRA Series 7 and 66 (or 63, 65), Life and Health Insurance.

Benefits and Accommodations

PNC offers comprehensive benefits including health coverage, retirement plans, paid time off, and more. Accommodations are available for applicants with disabilities. For assistance, contact [e-mail].

Equal Opportunity

PNC is an equal opportunity employer, committed to diversity and inclusion. All qualified applicants will receive consideration without regard to protected categories.