Premier Client Advisor – Wealth Strategy & Relationships

PNC; Columbia (MD); On-site; USD 58,000 - 96,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Pension plan

Stock purchase plan

Educational assistance

Wellness program

Paid holidays and vacation

Job summary

PNC Wealth Management is seeking a Premier Client Advisor to provide comprehensive investment and insurance guidance in Columbia Crossings, MD. You will manage the client experience, deliver tailored financial plans, and collaborate with internal partners to optimize outcomes.

This role requires FINRA Series 7 and 66 (or 63/65), Life and Health licenses, a bachelor’s degree, and 2+ years of experience. Office-based position with incentive eligibility and a strong service culture.

Qualifications

• University degree with 2+ years of professional experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Base salary is disclosed and incentive eligibility applies; strong client service mindset.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Acquire, expands and maintains client relationships through networking.
• Coach branch staff to identify investment opportunities and drive referrals.
• Meet with branch leadership to review results and pipeline; comply with regulations.

Skills

Coaching

Customer Experience

Customer Retention

Communication

Interpersonal Skills

Multitasking

Prospecting

Sales Activities

Selling

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Premier Client Advisor to provide comprehensive investment and insurance guidance in Columbia Crossings, MD. You will manage the client experience, deliver tailored financial plans, and collaborate with internal partners to optimize outcomes.

This role requires FINRA Series 7 and 66 (or 63/65), Life and Health licenses, a bachelor’s degree, and 2+ years of experience. Office-based position with incentive eligibility and a strong service culture.