Wealth Management Advisor: Grow Your Client Book

PNC; Bowling Green (KY); Sur place; USD 65 000 - 95 000; Plein temps

Résumé du poste

PNC Wealth Management in Bowling Green, KY is seeking a Financial Advisor to work at our Fairview, Bowling Green location. You will consult on investment and insurance strategies, develop financial plans, and manage an assigned book of clients with a focus on growth and service excellence.

As a Financial Advisor, you will own the client experience, coordinate with branch staff, and drive referrals to internal partners while ensuring compliance and a high level of client satisfaction.

Qualifications

• Consults on investment and insurance strategies for clients.
• Grows and maintains an investment and insurance book of business.
• Owns the client experience with sales and service.
• Coaches branch staff to identify investment opportunities.

Responsabilités

• Develops and implements investment and insurance strategies for clients.
• Presents sound financial recommendations and guidance to clients.
• Acquires, expands and maintains client relationships through networking.
• Drives referral activity with internal partners.
• Monitors and reviews client portfolios and financial plans.

Connaissances

Investment advisory

Client relationship management

Sales and cross-selling

Description du poste

PNC Wealth Management in Bowling Green, KY is seeking a Financial Advisor to work at our Fairview, Bowling Green location. You will consult on investment and insurance strategies, develop financial plans, and manage an assigned book of clients with a focus on growth and service excellence.

As a Financial Advisor, you will own the client experience, coordinate with branch staff, and drive referrals to internal partners while ensuring compliance and a high level of client satisfaction.