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Wealth Advisor: Strategic Planning & Client
Job in
Pelham, Shelby County, Alabama, 35124, USA
Listed on 2026-02-28
Listing for:
PNC
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Advisor based in Pelham, AL. You will consult on investment and insurance strategies, manage client relationships, and drive client loyalty. Ideal candidates should have a Bachelor's degree and relevant experience, alongside necessary certifications such as FINRA Series 7 and 66. The role emphasizes collaboration within a supportive work culture focused on client satisfaction and financial goals.
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