In-Office Wealth Advisor: Investment & Retirement Planning

PNC Financial Services Group; Pittsburgh (Allegheny County); In loco; USD 70.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical and dental coverage

Vision coverage

401(k) with match

Education assistance

Wellness program

Vacation and holidays

Descrizione del lavoro

PNC Financial Services Group in Pittsburgh, PA seeks a Financial Advisor within PNC Wealth Management to manage an investment and insurance book of business and deliver personalized financial plans. You will consult on strategies, build client relationships, and collaborate with internal partners to drive referrals and outcomes.

The role emphasizes strong client focus, compliance, and coaching of branch staff, with a comprehensive benefits package and in-office teamwork culture.

Competenze

• Bachelor's degree required.
• FINRA Series 7 and 66 licenses required (or 63/65). Life and Health Insurance licenses required.

Mansioni

• 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. Presents 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 branch manager and/or investment sales associate, 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.

Conoscenze

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Formazione

Bachelors

Descrizione del lavoro

PNC Financial Services Group in Pittsburgh, PA seeks a Financial Advisor within PNC Wealth Management to manage an investment and insurance book of business and deliver personalized financial plans. You will consult on strategies, build client relationships, and collaborate with internal partners to drive referrals and outcomes.

The role emphasizes strong client focus, compliance, and coaching of branch staff, with a comprehensive benefits package and in-office teamwork culture.