Premier Wealth Advisor - Client Growth

PNC Financial Services Group, Inc.; McKinney (TX); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

Life insurance

401(k) with company match

Job summary

PNC Financial Services Group, Inc. seeks a Premier Client Banker in Wealth Management to develop and execute strategies that drive Mass Affluent client acquisition, outreach and retention in McKinney, TX.

You will proactively generate leads, manage client appointments, and leverage consultative skills to broaden share of wallet. You will build internal partnerships, manage a full client portfolio, and deliver a differentiated experience from onboarding to ongoing servicing, while working with

Qualifications

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

Responsibilities

• Develop and execute strategies to acquire, outreach, and retain Mass Affluent clients.
• Generate and manage leads and client appointments; leverage needs-based consultative skills.
• Maintain partnerships to drive revenue and growth; manage risk and profitability for the portfolio.
• Deliver proactive client service from onboarding to ongoing servicing and relationship reviews.
• Collaborate with ecosystem partners to provide tailored financial wellness solutions.

Skills

Banking products

Business acumen

Collaborating

Customer experience management

Customer retention

Decision making & critical thinking

Effective communications

Managing multiple priorities

Products & services

Relationship management

Selling

Education

Bachelor's degree (Required)

Job description

PNC Financial Services Group, Inc. seeks a Premier Client Banker in Wealth Management to develop and execute strategies that drive Mass Affluent client acquisition, outreach and retention in McKinney, TX.

You will proactively generate leads, manage client appointments, and leverage consultative skills to broaden share of wallet. You will build internal partnerships, manage a full client portfolio, and deliver a differentiated experience from onboarding to ongoing servicing, while working with