Wealth Management Financial Advisor – Build Plans, Grow Clients

PNC Financial Services Group; Owensboro (KY); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401(k) with PNC match

Job summary

PNC Financial Services Group in Kentucky seeks a Financial Advisor within Wealth Management to guide clients in savings, investing and retirement planning. Based in Fairview/Bowling Green area, you’ll work within a network of branches delivering personalized financial solutions.

Ideal candidates have a bachelor’s degree, 2+ years of experience, and FINRA licenses (Series 7/66) plus Life and Health Insurance.

Qualifications

• University degree with 2+ years of relevant experience.
• FINRA Series 7 and 66 required (or 63/65).
• Life and Health Insurance license required.

Responsibilities

• Consult on investment and insurance strategies and grow a client book.
• Acquire and maintain client relationships through outreach and referrals.
• Develop and implement investment plans and present recommendations.
• Coach branch staff to identify opportunities and drive referrals.
• Meet with leadership to review results and ensure compliance.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

PNC Financial Services Group in Kentucky seeks a Financial Advisor within Wealth Management to guide clients in savings, investing and retirement planning. Based in Fairview/Bowling Green area, you’ll work within a network of branches delivering personalized financial solutions.

Ideal candidates have a bachelor’s degree, 2+ years of experience, and FINRA licenses (Series 7/66) plus Life and Health Insurance.