Wealth Management Financial Advisor for Client Growth

PNC; Kentucky; Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Health, dental and vision insurance

Life insurance

Résumé du poste

PNC Wealth Management is seeking a Financial Advisor to join our Rockford Lane,Shively, KY based team. You will manage an assigned client book, delivering personalized investment and insurance strategies and building strong client relationships.

You will work in a collaborative branch network, leveraging training, technology, and internal partners to grow business while adhering to regulatory standards and PNC policies.

Qualifications

• University/college degree required, 2+ years experience preferred.
• FINRA licenses required: Series 7 and 66 (or 63/65).
• Life and Health Insurance license required.

Responsabilités

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Manages client experience, sales, service, and referrals to internal partners.

Connaissances

Client Prospecting

Client Relationship

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Sales Tasks

Selling

Formation

Bachelor's Degree

FINRA Series 7 and 66

Life and Health Insurance License

Description du poste

PNC Wealth Management is seeking a Financial Advisor to join our Rockford Lane,Shively, KY based team. You will manage an assigned client book, delivering personalized investment and insurance strategies and building strong client relationships.

You will work in a collaborative branch network, leveraging training, technology, and internal partners to grow business while adhering to regulatory standards and PNC policies.