Wealth Advisor: Investments & Client Growth

Pnc Wealth Management Llc; Watford; Sur place; GBP 48 000 - 82 000; Plein temps

Avantages offerts par ce poste

Medical and prescription coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Paid time off

Résumé du poste

PNC Wealth Management LLC seeks a licensed advisor to consult on investment and insurance strategies, develop comprehensive financial plans, and build a durable client book. You will own the client experience, manage referrals, and collaborate with partners to maximize opportunities.

The role emphasizes relationship building, prospecting, and education of staff to drive investment and sales results, with a focus on compliance and service excellence.

Qualifications

• Bachelor's degree required or equivalent
• FINRA licensing and life/health insurance requirements noted in the qualifications
• Experience in wealth management and client advisory preferred

Responsabilités

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business while owning the client experience.
• Acquire, expand and maintain client relationships through business development and networking.

Connaissances

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Formation

Bachelor's degree

Description du poste

PNC Wealth Management LLC seeks a licensed advisor to consult on investment and insurance strategies, develop comprehensive financial plans, and build a durable client book. You will own the client experience, manage referrals, and collaborate with partners to maximize opportunities.

The role emphasizes relationship building, prospecting, and education of staff to drive investment and sales results, with a focus on compliance and service excellence.