Arvada Wealth Management: Premier Client Advisor

PNC; Arvada (CO); On-site; USD 58,000 - 96,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life Insurance

Disability coverage

401(k) with match

Paid holidays

Vacation days

Educational assistance

Job summary

PNC Wealth Management is seeking a Premier Client Advisor in Arvada, CO to advise clients on investment and insurance strategies and to develop personalized financial plans. You will build and retain a growing book of business while delivering an exceptional client experience through collaboration with branch staff and internal partners.

You will coach colleagues, educate clients, and coordinate with Private Client Bankers to achieve investment results, while ensuring compliance with laws and

Qualifications

• Successful candidates must demonstrate knowledge, skills and abilities for the role.
• Competencies include coaching, customer experience management, and effective communication.
• Work experience of 2+ years and a degree is typically required.
• Licenses/certifications: FINRA Series 7/66 or 63/65 and Life/Health Insurance are required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and maintains an investment/insurance book of business and owns the client experience.
• Expands client relationships through networking and referrals within the bank’s branch network.
• Educates and coaches branch staff to identify investment opportunities and drive referrals.
• Meets service level agreements and adheres to applicable laws and policies.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor’s

Job description

PNC Wealth Management is seeking a Premier Client Advisor in Arvada, CO to advise clients on investment and insurance strategies and to develop personalized financial plans. You will build and retain a growing book of business while delivering an exceptional client experience through collaboration with branch staff and internal partners.

You will coach colleagues, educate clients, and coordinate with Private Client Bankers to achieve investment results, while ensuring compliance with laws and