In-Office Wealth Advisor: Client Growth & Planning

Fairygodboss; Frederick (MD); On-site; USD 64,000 - 128,000; Full time

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Maryland to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book of business. The role involves collaborating with internal partners to identify opportunities and deliver superior client experiences.

Successful candidates typically bring 3+ years in wealth management, a Bachelor's degree, and FINRA 7/66 licenses plus Life & Health Insurance licenses.

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 and 66 required; Life and Health Insurance licenses required.
• 3+ years of relevant wealth management experience.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Acquire and expand client relationships through business development.
• Coach and educate internal partners to identify investment opportunities.
• Meet with internal partners to review business results and pipeline; adhere to laws and policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Wealth Management is seeking a Wealth Advisor based in Maryland to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book of business. The role involves collaborating with internal partners to identify opportunities and deliver superior client experiences.

Successful candidates typically bring 3+ years in wealth management, a Bachelor's degree, and FINRA 7/66 licenses plus Life & Health Insurance licenses.