Premier Wealth Advisor: Strategic Client Planning

PNC; Phoenix (AZ); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical & dental coverage

Life insurance

401(k) with company match

Job summary

PNC Wealth Management in Phoenix is seeking a Premier Client Advisor to manage an investment and insurance book of business and deliver holistic financial plans. You will work within a branch network to grow client relationships, provide exceptional service, and coordinate with private bankers to achieve investment results.

The role requires FINRA Series 7/66 (or 63/65) licenses and Life and Health Insurance licenses, with a focus on client-centric solutions and a collaborative team approach.

Qualifications

• Bachelor's degree in finance or related field.
• FINRA Series 7 and 66 licenses required (or 63/65).
• Life and Health Insurance licenses required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans.
• Grow and maintain an investment and insurance book of business.
• Acquire, expand and maintain client relationships through networking.
• Coach and educate branch staff to identify investment opportunities.
• Meet with branch manager to review results and pipeline; adhere to laws and guidelines.

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 Wealth Management in Phoenix is seeking a Premier Client Advisor to manage an investment and insurance book of business and deliver holistic financial plans. You will work within a branch network to grow client relationships, provide exceptional service, and coordinate with private bankers to achieve investment results.

The role requires FINRA Series 7/66 (or 63/65) licenses and Life and Health Insurance licenses, with a focus on client-centric solutions and a collaborative team approach.