Wealth Advisor: Strategic Client Planning

Talentify; Greenville (SC); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement account

Paid holidays

Job summary

PNC Wealth Management in South Carolina seeks a Wealth Advisor to deliver integrated investment and insurance strategies, build and retain client relationships, and guide comprehensive financial plans.

Past experience 3+ years, FINRA Series 7/66 and Life and Health Insurance licenses are required. This is an in-office role offering a collaborative environment and opportunities for growth.

Qualifications

• Bachelor's degree or higher with finance focus.
• 3+ years of wealth management or financial planning experience.
• FINRA Series 7 and 66 licenses; Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Acquire, expand and maintain client relationships and grow assets.
• Develop and implement investment strategies and present recommendations.
• Coach internal partners and drive referral activity.
• Meet service levels and manage pipeline.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management in South Carolina seeks a Wealth Advisor to deliver integrated investment and insurance strategies, build and retain client relationships, and guide comprehensive financial plans.

Past experience 3+ years, FINRA Series 7/66 and Life and Health Insurance licenses are required. This is an in-office role offering a collaborative environment and opportunities for growth.