Premier Client Advisor: Wealth Planning & Growth

Fairygodboss; Clarks Summit (Lackawanna County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Pension plan

Job summary

PNC Wealth Management is seeking a Premier Client Advisor based in Clarks Summit, PA. You will manage an assigned book of business, deliver integrated investment and insurance planning, and collaborate with branch partners to drive client outcomes.

As part of a supportive in-office culture, you will work with a team that emphasizes customer service, compliance, and ongoing professional growth. FINRA licenses and Life/Health Insurance are required.

Qualifications

• Bachelor's degree in a related field.
• FINRA Series 7 and 66 required; Life and Health Insurance required.
• Minimum 2+ years of relevant professional experience.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans.
• Grows and maintains an investment and insurance book of business.
• Acquires and expands client relationships through development and networking.
• Leads branch team on investment results and educates staff.
• Meets service levels and adheres to laws and guidelines.

Skills

Client relationships

Sales skills

Financial planning

Education

Bachelors

Job description

PNC Wealth Management is seeking a Premier Client Advisor based in Clarks Summit, PA. You will manage an assigned book of business, deliver integrated investment and insurance planning, and collaborate with branch partners to drive client outcomes.

As part of a supportive in-office culture, you will work with a team that emphasizes customer service, compliance, and ongoing professional growth. FINRA licenses and Life/Health Insurance are required.