Wealth Advisor: Strategic Planning & Client Growth

PNC; Birmingham (AL); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision

Life insurance

Disability protection

401(k) with match

Dependent care

Educational assistance

Wellness program

Paid holidays

Vacation days

Job summary

PNC Wealth Management seeks a Wealth Advisor based in Alabama to deliver personalized investment and insurance strategies while growing a client book. You will own the client experience, work with internal partners, and adhere to regulatory standards in a proactive, collaborative environment.

Responsibilities include developing financial plans, projecting and monitoring outcomes, and coaching colleagues to drive referral activity.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business.
• Acquires, expands and maintains client relationships through business development and client networking.
• Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies.
• Actively and regularly coaches and educates internal business partners to identify investment opportunities.
• Regularly meets with internal business partners to communicate and review business results and pipeline management.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Sales Skills

Education

Bachelors

Tools

FINRA Licenses

Job description

PNC Wealth Management seeks a Wealth Advisor based in Alabama to deliver personalized investment and insurance strategies while growing a client book. You will own the client experience, work with internal partners, and adhere to regulatory standards in a proactive, collaborative environment.

Responsibilities include developing financial plans, projecting and monitoring outcomes, and coaching colleagues to drive referral activity.