Wealth Advisor - Client-Focused Investment & Planning

Dormont Manufacturing Company

Albany, NY

JOB DETAILS
SKILLS
Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Financial Planning, Insurance, Investment Management, Investment Strategy, Maintain Compliance, Series 7
LOCATION
Albany, NY
POSTED
1 day ago

PNC is seeking a Client Relationship professional to manage investment and insurance strategies for clients in Troy, NY. This role involves developing financial plans, acquiring client relationships, and ensuring adherence to compliance while providing excellent client service.The ideal candidate will have a Bachelor's degree and at least 3 years of relevant experience, with required licenses being FINRA Series 7 and 66. The position offers a competitive salary and comprehensive benefits.#J-18808-Ljbffr

About the Company

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Dormont Manufacturing Company