Mass Affluent Wealth Advisor - Growth & Client Impact

PNC Financial Services Group, Inc.; Niles (IL); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Medical/prescription drug coverage in

Dental and vision options

Life insurance for employee and family

401(k) with company match

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Banker for the Wealth Management organization near Niles, IL.

The role focuses on proactive acquisition, managing client relationships, and expanding share of wallet for Mass Affluent clients. Responsibilities include lead generation, delivering tailored financial solutions, and collaborating with banking and investing partners to provide a seamless client experience.

Qualifications

• Roles typically require a university/college degree with 3+ years of relevant industry experience.
• Certifications are often desired; a combination of education, certifications and experience may be considered in lieu of a degree.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention.
• Proactively generate and manage leads and client appointments.
• Leverages needs-based and consultative skills to grow share of wallet and attract mass affluent households.
• Develops and maintains partnerships to drive revenue and growth.
• Owns communication with existing clients to ensure expansion opportunities are captured.
• Manage risk and maximize profitability for the portfolio.
• Deliver a differentiated client experience from acquisition through onboarding and servicing.

Skills

Banking Products

Business Acumen

Collaborating

Customer Experience Management

Customer Retention

Decision Making and Critical Thinking

Effective Communications

Influencing

Managing Multiple Priorities

Products and Services

Relationship Management

Selling

Education

Bachelor's degree (Required)

FINRA Series 7, 66 licenses preferred

Life and Health Insurance preferred

Job description

PNC Financial Services Group, Inc. is seeking a Wealth Banker for the Wealth Management organization near Niles, IL.

The role focuses on proactive acquisition, managing client relationships, and expanding share of wallet for Mass Affluent clients. Responsibilities include lead generation, delivering tailored financial solutions, and collaborating with banking and investing partners to provide a seamless client experience.