Hybrid Wealth Management Advisor for HNW Clients

American Accounting Association; Wheat Ridge (CO); Hybrid; USD 90,000 - 130,000; Full time

Job summary

PNC Financial Services Group is seeking a Wealth Management Financial Advisor in Wheat Ridge, Colorado to deliver comprehensive financial planning and investment guidance to high-net-worth clients. The role involves assessing client goals, designing tailored portfolios, and providing retirement, tax, and estate planning strategies while ensuring regulatory compliance.

The advisor will cultivate new business, deepen existing relationships, and collaborate with internal specialists.

Qualifications

• Must have experience delivering wealth planning and investment guidance for high-net-worth clients.
• Strong knowledge of regulatory compliance and tax-efficient strategies.

Responsibilities

• Provide comprehensive financial planning and investment advice to high-net-worth clients.
• Develop customized wealth management strategies aligned with client goals and risk tolerance.
• Manage and monitor client investment portfolios, adjusting strategies as needed.
• Prospect, acquire, and grow new client relationships to expand the book of business.
• Deepen existing relationships through proactive communication and ongoing reviews.
• Collaborate with internal specialists in tax, trust, and banking to deliver integrated solutions.
• Ensure all recommendations comply with regulatory, legal, and internal policy requirements.
• Prepare and present financial plans, proposals, and performance reports to clients.
• Maintain detailed client records using CRM and financial planning tools.
• Participate in continuous learning to stay current on markets, products, and regulations.

Skills

Financial planning

Investment portfolio management

Wealth management

Risk assessment and mitigation

Retirement and estate planning

Client relationship management

Financial analysis and modeling

Regulatory and compliance knowledge

Sales and business development

CRM and financial planning software

Job description

PNC Financial Services Group is seeking a Wealth Management Financial Advisor in Wheat Ridge, Colorado to deliver comprehensive financial planning and investment guidance to high-net-worth clients. The role involves assessing client goals, designing tailored portfolios, and providing retirement, tax, and estate planning strategies while ensuring regulatory compliance.

The advisor will cultivate new business, deepen existing relationships, and collaborate with internal specialists.