Wealth & Investment Advisor

Fairygodboss; Kansas City (MO); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

401(k) with match

Health insurance

Pension

Stock purchase plan

Job summary

PNC Wealth Management in Missouri seeks an experienced Wealth Advisor to consult on investment and insurance strategies, develop comprehensive financial plans, and manage a growing client portfolio. You will build trusted relationships, expand the book of business, and collaborate with partners to deliver tailored solutions that meet client goals.

The role requires FINRA licenses (Series 7 and 66 or 63/65), Life and Health Insurance credentials, and 3+ years of related experience.

Qualifications

• Bachelor's degree required; 3+ years relevant industry experience preferred.
• FINRA Series 7 and 66 required (or 63/65) and Life/Health Insurance licenses.
• Strong prospecting, relationship-building, and communication skills.
• Experience with investment and insurance planning and client planning processes.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and maintains an investment and insurance book of business and manages client experience.
• Acquires new clients through business development and networking.
• Collaborates with internal partners to identify opportunities and drive referrals.
• Ensures compliance with laws, regulations, and internal policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Wealth Management in Missouri seeks an experienced Wealth Advisor to consult on investment and insurance strategies, develop comprehensive financial plans, and manage a growing client portfolio. You will build trusted relationships, expand the book of business, and collaborate with partners to deliver tailored solutions that meet client goals.

The role requires FINRA licenses (Series 7 and 66 or 63/65), Life and Health Insurance credentials, and 3+ years of related experience.