Premier Wealth Advisor - Mass Affluent Banker

PNC; Washington (District of Columbia); Presencial; USD 77.000 - 128.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical/dental/vision coverage

401(k) with company match

Pension and stock purchase plans

Educational assistance

Descripción de la vacante

PNC is seeking a Premier Client Banker in the Wealth Management group based in Chevy Chase, Washington, DC. The role focuses on proactively acquiring Mass Affluent clients, expanding share of wallet, and delivering tailored financial wellness solutions within an in-office environment.

You will collaborate with internal partners, manage risk, and own the client relationship end-to-end, including onboarding and ongoing servicing. A university degree and licenses such as FINRA are preferred.

Formación

• Roles at this level typically require a university/college degree, with 3+ years of relevant/direct industry experience.
• Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.
• Licensing such as FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred.

Responsabilidades

• Develop and execute strategies to acquire, outreach and retain Mass Affluent clients to generate revenue.
• Leverage relationships and ecosystem partners to grow share of wallet and deliver tailored financial wellness solutions.
• Manage client relationships from acquisition through onboarding and servicing with proactive administration.
• Lead and coordinate cross-functional teams to meet client goals and drive profitability.

Conocimientos

Banking products

Business acumen

Collaboration

Customer experience

Customer retention

Decision making

Critical thinking

Communication

Prioritization

Relationship management

Selling

Educación

Bachelor's degree

Descripción del empleo

PNC is seeking a Premier Client Banker in the Wealth Management group based in Chevy Chase, Washington, DC. The role focuses on proactively acquiring Mass Affluent clients, expanding share of wallet, and delivering tailored financial wellness solutions within an in-office environment.

You will collaborate with internal partners, manage risk, and own the client relationship end-to-end, including onboarding and ongoing servicing. A university degree and licenses such as FINRA are preferred.