Premier Wealth Advisor | Client Planning & Growth

PNC; Abington Township (PA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Paid holidays

Job summary

PNC Wealth Management seeks a Premier Client Advisor to manage a client book, provide investment and insurance guidance, and grow relationships from its Clarks Summit, PA location. You will deliver holistic planning, referrals, and strong client service within an in-office team.

Successful candidates typically have a university degree, 2+ years of experience, FINRA licenses, and life/health insurance credentials, with strong interpersonal and sales skills to drive client outcomes.

Qualifications

• University degree required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 licenses (or 63,65) and Life and Health Insurance required.
• Strong client relationship skills and sales aptitude are essential.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business while owning the client experience.
• Acquire and expand client relationships through business development and networking.
• Develop and implement investment strategies and present sound financial guidance.
• Coach and educate branch staff to identify investment opportunities and drive referrals.

Skills

Coaching Others

Customer Experience

Interpersonal Relationships

Prospecting

Sales Activities

Time Management

Education

Bachelors

Job description

PNC Wealth Management seeks a Premier Client Advisor to manage a client book, provide investment and insurance guidance, and grow relationships from its Clarks Summit, PA location. You will deliver holistic planning, referrals, and strong client service within an in-office team.

Successful candidates typically have a university degree, 2+ years of experience, FINRA licenses, and life/health insurance credentials, with strong interpersonal and sales skills to drive client outcomes.