Premier Wealth Advisor: Client-Centric Planning & Growth

PNC Financial Services Group, Inc.; Phoenix (AZ); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical/prescription coverage (Health)

Dental and vision options

Life insurance

Disability protection

401(k) with PNC match

Educational assistance

Robust wellness program

Job summary

PNC Financial Services Group, Inc. seeks a Premier Client Advisor in Phoenix, AZ to manage an assigned book of business, develop comprehensive investment and insurance strategies, and guide clients toward saving, investing and retirement goals.

The role collaborates with branch staff to deliver exceptional client experiences and grow referrals. The candidate will consult on integrated financial plans, expand relationships, and coach colleagues, with a focus on compliance, service quality, and

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking.
• Grows client loyalty and share of wallet through an exceptional client experience.
• Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients.
• Determines the best products to support such strategies.
• Presents sound financial recommendations and guidance to clients.
• Establishes individual financial plans based on client financial needs and objectives.
• Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
• Drives investment education and visibility among branch staff.
• In partnership with Private Client Banker, leads the branch team on actions to achieve investment results.
• Shows urgency with activities and leads by example.
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. seeks a Premier Client Advisor in Phoenix, AZ to manage an assigned book of business, develop comprehensive investment and insurance strategies, and guide clients toward saving, investing and retirement goals.

The role collaborates with branch staff to deliver exceptional client experiences and grow referrals. The candidate will consult on integrated financial plans, expand relationships, and coach colleagues, with a focus on compliance, service quality, and