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Financial Advisor: Client Wealth & Investment Plans
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2025-11-29
Listing for:
PNC Financial Services Group, Inc.
Full Time
position Listed on 2025-11-29
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services company located in Birmingham is seeking a financial consultant to provide investment and insurance strategies to clients. You'll be responsible for developing and implementing tailored financial plans, educating staff on investment opportunities, and managing client relationships. Ideal candidates will have their FINRA Series 7/66 and life insurance licenses, along with strong consultative and relationship management skills.
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