Mass Affluent Wealth Advisor & Relationship Lead

PNC Financial Services Group, Inc.; Phoenix (AZ); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Pension and stock purchase plans

Disability protection

Education assistance

Job summary

Premier Client Banker, based in Phoenix, AZ, focuses on acquiring and retaining Mass Affluent clients while expanding wallet share through tailored banking and investing solutions. You will lead lead generation, manage client appointments, and work with ecosystem partners to deliver a differentiated client experience and proactive financial wellness guidance.

The role emphasizes relationship management, risk awareness, and deep knowledge of PNC products, with in-office collaboration and a

Qualifications

• Requires university/college degree and 3+ years of relevant industry experience.
• FINRA Series 7 and Series 66 (or 63 and 65) licenses required.
• Life and Health Insurance license required.

Responsibilities

• Develops and executes strategies to acquire, engage, and retain Mass Affluent clients to grow revenue and share of wallet.
• Proactively generate leads, manage client appointments, and leverage advisory solutions.
• Collaborate with ecosystem partners to deliver a differentiated client experience and proactive financial wellness guidance.

Skills

Banking products

Business acumen

Collaborating

Customer experience management

Customer retention

Decision making

Critical thinking

Effective communications

Managing multiple priorities

Relationship management

Selling

Education

Bachelor's degree

FINRA Series 7/66 (or 63/65)

Life and Health Insurance license

Job description

Premier Client Banker, based in Phoenix, AZ, focuses on acquiring and retaining Mass Affluent clients while expanding wallet share through tailored banking and investing solutions. You will lead lead generation, manage client appointments, and work with ecosystem partners to deliver a differentiated client experience and proactive financial wellness guidance.

The role emphasizes relationship management, risk awareness, and deep knowledge of PNC products, with in-office collaboration and a