Wealth Advisor — Strategic Planning & Client Growth

PNC; Louisville (KY); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

401(k) with match

Indemnity and disability protection

Educational assistance

Paid time off, including maternity leave and holidays

Job summary

A financial services company is seeking a Wealth Advisor in Louisville, KY to provide tailored advice and strategic planning for clients. You will develop customized financial solutions and manage client relationships, focusing on investment and insurance strategies. The ideal candidate has a Bachelor's degree and relevant certifications, with at least 3 years of experience in the financial industry. The role emphasizes a strong commitment to customer service and adherence to regulations.

Qualifications

• 3+ years of relevant industry experience.
• Certified with FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Grow and retain a book of business.
• Handle sales and service efficiently.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's Degree

Tools

FINRA Series 7

FINRA Series 66

Life and Health Insurance

Job description

A financial services company is seeking a Wealth Advisor in Louisville, KY to provide tailored advice and strategic planning for clients. You will develop customized financial solutions and manage client relationships, focusing on investment and insurance strategies. The ideal candidate has a Bachelor's degree and relevant certifications, with at least 3 years of experience in the financial industry. The role emphasizes a strong commitment to customer service and adherence to regulations.