Wealth Management Advisor: Grow Client Portfolios

PNC; Raleigh (NC); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental & vision

401(k) match

Stock purchase plan

Paid holidays

Job summary

PNC Wealth Management is seeking a Financial Advisor to manage an assigned book of business in Raleigh, NC. The role emphasizes delivering holistic financial planning and investment guidance within an in-branch team environment.

As a Financial Advisor, you will advise on investment and insurance strategies, coach branch staff, and collaborate with partners to drive referrals and growth, all while maintaining compliance and delivering exceptional client experience.

Qualifications

• Bachelor's degree required; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required.; Life and Health Insurance required.
• Strong client prospecting and relationship-building skills.
• Ability to coach branch staff and drive referrals.
• Complies with laws, regulations and internal policies.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans.
• Grows and retains investment and insurance book of business.
• Expands client relationships through business development and networking.
• Leads branch team to achieve investment results and communicates effectively with internal partners.
• Meets with branch manager to review results and pipeline; adheres to service standards.

Skills

Client prospecting

Client relationship building

Credit risk analysis

Customer engagement

Financial analysis

Financial modeling

Public speaking

Relationship management

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Financial Advisor to manage an assigned book of business in Raleigh, NC. The role emphasizes delivering holistic financial planning and investment guidance within an in-branch team environment.

As a Financial Advisor, you will advise on investment and insurance strategies, coach branch staff, and collaborate with partners to drive referrals and growth, all while maintaining compliance and delivering exceptional client experience.