Unknown Company

Wealth Advisor: Client Growth & Investment Strategy

tuscaloosa, al • Posted 1 weeks ago
Onsite Full Time Finance

PNC Wealth Management is seeking a Wealth Advisor based in Alabama. You will consult on investment and insurance strategies, develop financial plans, and manage a client book to grow loyalty and referrals.

You will collaborate with internal partners, coach teams, and ensure compliance with laws and guidelines. FINRA licenses 7&66 (or 63/65) and Life/Health Insurance are required; 3+ years of related experience and a Bachelor's degree are expected.

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Wealth Advisor: Client Growth & Investment Strategy in tuscaloosa at Unknown Company

This position is listed as full time and onsite.

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