Holistic Wealth Advisor: Personal Finance & Planning

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

Benefits offered by this job

Healthcare coverage

401(k) with company match

Pension and stock purchase plans

Wellness program

Job summary

PNC Wealth Management in Denver, CO seeks a Financial Advisor to implement personalized investment and insurance strategies and to develop comprehensive financial plans. You will grow and retain a book of clients, own the client experience, and collaborate with branch partners to drive referrals and service excellence.

The role requires a bachelor’s degree, FINRA Series 7 and 66 (or 63,65), Life and Health Insurance licenses, and 2+ years of experience.

Qualifications

• University/college degree required with 2+ years of relevant professional experience.
• Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• No Required Certification(s)

Responsibilities

• Consult on investment and insurance strategies and financial plans.
• Grow and retain an investment and insurance book of business.
• Own the client experience with sales and service, and identify opportunities.
• Develop and implement investment strategies for clients.
• Present sound financial recommendations and guidance to clients.

Skills

Client Prospecting

Client Relationship

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks

Selling

Education

Bachelor's degree

FINRA Series 7 and 66

Job description

PNC Wealth Management in Denver, CO seeks a Financial Advisor to implement personalized investment and insurance strategies and to develop comprehensive financial plans. You will grow and retain a book of clients, own the client experience, and collaborate with branch partners to drive referrals and service excellence.

The role requires a bachelor’s degree, FINRA Series 7 and 66 (or 63,65), Life and Health Insurance licenses, and 2+ years of experience.