Premier Wealth Advisor & Strategy Banker

PNC

Scottsdale (AZ)

On-site

USD 75,000 - 95,000

Full time

14 days+
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Benefits offered by this job

Comprehensive medical, dental, and vision insurance
401(k) with match
Paid time off

Job summary

PNC in Scottsdale, AZ, is seeking a Premier Client Banker to join their Wealth Management organization. The candidate will develop strategies to acquire and retain Mass Affluent clients, while collaborating with internal partners to drive revenue and deliver exceptional client experiences.

Applicants must hold a bachelor’s degree and have 3+ years of relevant experience, with FINRA Series 7 and 66 licenses essential for this position. Comprehensive benefits are included.

Qualifications

  • University or college degree with 3+ years of relevant experience.
  • Certifications may be considered if no degree.
  • FINRA Series 7, 66 (or 63 & 65) required.

Responsibilities

  • Develop and execute strategies for client acquisition and retention.
  • Generate and manage leads while building client relationships.
  • Deliver exceptional client experience through effective service.

Skills

Banking Products
Effective Communications
Relationship Management
Customer Experience Management
Customer Retention
Decision Making & Critical Thinking

Education

Bachelor’s degree

Job description

PNC in Scottsdale, AZ, is seeking a Premier Client Banker to join their Wealth Management organization. The candidate will develop strategies to acquire and retain Mass Affluent clients, while collaborating with internal partners to drive revenue and deliver exceptional client experiences.

Applicants must hold a bachelor’s degree and have 3+ years of relevant experience, with FINRA Series 7 and 66 licenses essential for this position. Comprehensive benefits are included.

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