Premier Wealth Advisor

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

Benefits offered by this job

Health benefits

401(k) with match

Pension and stock purchase plans

Job summary

PNC Wealth Management in Columbia, MD seeks a Premier Client Advisor to consult on investment and insurance strategies and develop comprehensive financial plans for clients. You will own the client experience, grow your book of business, and drive referrals to internal partners.

The role requires 2+ years of relevant experience, a Bachelor's degree, and FINRA Series 7/66 and Life & Health licenses. This is an in-office position with a strong emphasis on client service and team collaboration.

Qualifications

• University degree or equivalent required.
• FINRA Series 7 and 66 (or 63,65) licenses required.
• Life and Health Insurance license required.

Responsibilities

• Consults on investment and insurance strategies, develops financial plans for clients, grows and maintains a book of business, and manages the client experience with sales and referrals.
• Acquires and expands client relationships through networking and exceptional service, increasing loyalty and share of wallet.
• Develops and implements investment and insurance strategies, presents recommendations, and monitors plans for changes.
• Coaches branch staff and partners to identify investment opportunities and drive referrals; collaborates with Private Client Banker.
• Meets with management to review results and pipeline, adheres to laws and internal policies.

Education

Bachelors

FINRA Series 7 and 66 (or 63,65) licensed

Life and Health Insurance licensed

Job description

PNC Wealth Management in Columbia, MD seeks a Premier Client Advisor to consult on investment and insurance strategies and develop comprehensive financial plans for clients. You will own the client experience, grow your book of business, and drive referrals to internal partners.

The role requires 2+ years of relevant experience, a Bachelor's degree, and FINRA Series 7/66 and Life & Health licenses. This is an in-office position with a strong emphasis on client service and team collaboration.