Elite Premier Wealth Advisor — Grow Your Client Book

PNC; Brecksville (OH); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical and dental benefits

401(k) with Company match

Paid time off

Descrizione del lavoro

PNC Financial Services Group, Inc. seeks a Premier Client Financial Advisor in Brecksville, OH within PNC Wealth Management. You will manage an assigned book of business, advise on investment and insurance strategies, and develop financial plans tailored to client goals.

You’ll collaborate with branch staff and internal partners to grow relationships, deliver exceptional service, and drive referrals while meeting regulatory requirements and contributing to a holistic client experience.

Competenze

• Roles at this level require a university/college degree and relevant professional experience.
• FINRA Series 7 and 66 are required; Life and Health Insurance is also required.

Mansioni

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and maintains an investment and insurance book of business and manages client relationships.
• Coaches and educates branch staff to identify investment opportunities and drive referrals.
• Develops and implements investment strategies and presents sound financial recommendations.
• Regularly coordinates with internal partners to meet service levels and regulatory requirements.

Conoscenze

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Formazione

Bachelor's

Strumenti

FINRA Series 7 & 66

Descrizione del lavoro

PNC Financial Services Group, Inc. seeks a Premier Client Financial Advisor in Brecksville, OH within PNC Wealth Management. You will manage an assigned book of business, advise on investment and insurance strategies, and develop financial plans tailored to client goals.

You’ll collaborate with branch staff and internal partners to grow relationships, deliver exceptional service, and drive referrals while meeting regulatory requirements and contributing to a holistic client experience.