Mass Affluent Wealth Advisor & Relationship Lead

PNC Financial Services Group, Inc.; McLean (VA); On-site; USD 77,000 - 128,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Up to 11 paid holidays

Job summary

PNC Financial Services Group, Inc. in McLean, VA is seeking a Premier Client Banker within Wealth Management. You will develop strategies to acquire, outreach to, and retain mass affluent clients, generating revenue and expanding share of wallet through proactive relationship management.

You will lead ecosystem partnerships and drive tailored financial solutions, owning the client relationship and ensuring excellent service across onboarding and ongoing servicing. Aaa

Qualifications

• University degree and 3+ years of relevant/direct industry experience.
• FINRA Series 7, 66 (or 63 & 65) preferred; Life and Health Insurance preferred.
• Background checks required per CFPB regulations.

Responsibilities

• Develop and execute strategies to drive Mass Affluent client acquisition, outreach and retention.
• Proactively generate leads and manage client appointments.
• Leverage needs-based consultative skills and bank product knowledge to grow share of wallet.
• Own client relationships and accountability for deliverables; coordinate with ecosystem partners.

Skills

Banking Products

Business Acumen

Collaboration

Customer Experience

Customer Retention

Decision Making

Critical Thinking

Communications

Prioritization

Relationship Management

Sales

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in McLean, VA is seeking a Premier Client Banker within Wealth Management. You will develop strategies to acquire, outreach to, and retain mass affluent clients, generating revenue and expanding share of wallet through proactive relationship management.

You will lead ecosystem partnerships and drive tailored financial solutions, owning the client relationship and ensuring excellent service across onboarding and ongoing servicing. Aaa