Premier Wealth Advisor - Investment & Client Growth

PNC; New York (NY); On-site; USD 58,000 - 96,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k) with match

Paid time off

Job summary

PNC Wealth Management is seeking a Premier Client Advisor to grow an investment and insurance book, own the client experience, and deliver a best-in-class, in-office service model based in Columbia Crossings, MD.

You will develop and implement financial plans, present sound recommendations, coach branch staff, and collaborate with internal partners to maximize opportunities while complying with applicable laws and guidelines. This role may involve travel within the metro area as needed.

Qualifications

• University degree required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required; Life and Health Insurance required.
• In-office role; travel within metro area as needed.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients.
• Acquires and maintains client relationships through business development and networking.
• Develops and implements investment strategies and presents sound financial recommendations.
• Coaches branch staff and partners to identify investment opportunities and drive referrals.
• Meets with branch leadership to review results and ensures compliance with laws and guidelines.

Skills

Coaching Others

Customer Experience

Retention

Communications

Interpersonal Relationships

Managing Priorities

Prospecting

Sales Tasks

Selling

Education

Bachelor

Job description

PNC Wealth Management is seeking a Premier Client Advisor to grow an investment and insurance book, own the client experience, and deliver a best-in-class, in-office service model based in Columbia Crossings, MD.

You will develop and implement financial plans, present sound recommendations, coach branch staff, and collaborate with internal partners to maximize opportunities while complying with applicable laws and guidelines. This role may involve travel within the metro area as needed.