Branch-Based Wealth Advisor: Personal Finance & Planning

PNC; Milford (OH); In loco; USD 53.000 - 88.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical and dental coverage

401(k) with company match

Paid holidays and vacation

Descrizione del lavoro

PNC Wealth Management is seeking a Financial Advisor in Milford, OH. You will consult on investment and insurance strategies, develop personalized financial plans, and manage a growing book of business for clients in a bank-branch setting.

You’ll deliver an exceptional client experience, coordinate with internal partners, and help drive referrals while maintaining compliance and service standards. You will build relationships, educate clients, and collaborate with the branch team to expand

Competenze

• Bachelor's degree required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• No Visa sponsorship for this position.

Mansioni

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and making referrals as appropriate.
• Coaches and educates branch staff to identify investment opportunities and drive referrals.

Conoscenze

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Formazione

Bachelor's Degree

Descrizione del lavoro

PNC Wealth Management is seeking a Financial Advisor in Milford, OH. You will consult on investment and insurance strategies, develop personalized financial plans, and manage a growing book of business for clients in a bank-branch setting.

You’ll deliver an exceptional client experience, coordinate with internal partners, and help drive referrals while maintaining compliance and service standards. You will build relationships, educate clients, and collaborate with the branch team to expand