Elite Wealth Advisor – Premier Client Focus

PNC Financial Services Group, Inc.; Abington Township (PA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision options

Life insurance

Disability protection

401(k) with company match

Educational assistance

Job summary

PNC Financial Services Group, Inc. in the United States seeks a Premier Client Advisor within Wealth Management to manage an assigned book of business from a Premier Client Branch in Clarks Summit, PA.

The role focuses on investment and insurance strategies, client experience, and business development to grow loyalty and share of wallet. Candidates bring 2+ years of experience, a Bachelor's degree, and FINRA Series 7/66 and Life & Health Insurance licenses.

Qualifications

• University/college degree required.
• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and the development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking.
• Grows client loyalty and share of wallet through an exceptional client experience.
• Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients.
• Determines the best products to support such strategies.
• Present[s] sound financial recommendations and guidance to clients.
• Establishes individual financial plans based on client financial needs and objectives.
• Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
• Drives investment education and visibility among branch staff.
• In partnership with Private Client Banker, leads the branch team on actions to achieve investment results.
• Shows urgency with activities and leads by example.
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management.
• Meets service level agreements on lead and referral follow up.
• Adheres to all applicable laws, regulations, policies and guidelines.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in the United States seeks a Premier Client Advisor within Wealth Management to manage an assigned book of business from a Premier Client Branch in Clarks Summit, PA.

The role focuses on investment and insurance strategies, client experience, and business development to grow loyalty and share of wallet. Candidates bring 2+ years of experience, a Bachelor's degree, and FINRA Series 7/66 and Life & Health Insurance licenses.