Denver Wealth Advisor — Grow Client Portfolios & Strategy

PNC; Wheat Ridge (CO); On-site; USD 53,000 - 96,000; Full time

Job summary

PNC Wealth Management is seeking a Financial Advisor based in the Denver, CO area. You will consult on investment and insurance strategies, develop personalized financial plans, and expand your client base through proactive networking and referrals.

You will co-manage client relationships in a branch setting, coach colleagues, and collaborate with internal partners to meet targets while adhering to regulatory standards. A strong emphasis on teamwork and growth is emphasized throughout the role.

Qualifications

• University degree required.
• FINRA Series 7 and 66 licenses required (63/65 acceptable).
• Life and Health Insurance license required.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Acquires, expands and maintains client relationships through networking and service.
• Develops and implements investment and insurance strategies and presents recommendations.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Financial Advisor based in the Denver, CO area. You will consult on investment and insurance strategies, develop personalized financial plans, and expand your client base through proactive networking and referrals.

You will co-manage client relationships in a branch setting, coach colleagues, and collaborate with internal partners to meet targets while adhering to regulatory standards. A strong emphasis on teamwork and growth is emphasized throughout the role.