Regional Wealth Advisor & Sales Leader

Fairygodboss; Phoenix (AZ); On-site; USD 123,000 - 200,000; Full time

Benefits offered by this job

Medical/prescription coverage

401(k) with match

Paid holidays and vacation

Job summary

PNC's Wealth Management organization seeks a Wealth Advisor Regional Sales Manager to drive client acquisition and retention across a defined footprint. You will lead a team, develop strategic account plans, and ensure risk-aware delivery of solutions to high-value clients.

The role emphasizes coaching, collaboration with senior leadership, and leveraging PNC products to expand relationships. 8+ years in the industry and 5+ years of management experience are typical requirements; FINRA licenses

Qualifications

• Competencies include conflict management, decision making and communication.
• Experience managing multiple priorities and sales leadership responsibilities.
• Knowledge of sales strategy, risk, and client relationship management.
• Familiarity with financial services products and advisory processes.

Responsibilities

• Manages and directs a team to achieve business results and customer experience goals.
• Leads daily activities of team members engaged in customer management and sales planning.
• Oversees risk/return and mitigates regulatory, operational and credit risks.
• Builds and maintains senior internal/external relationships to expand client base.
• Coaches staff on credit risk analysis and approval processes.

Skills

Conflict Management

Decision Making

Critical Thinking

Effective Communications

Managing Priorities

Sales Management

Selling

Education

Bachelor's

Job description

PNC's Wealth Management organization seeks a Wealth Advisor Regional Sales Manager to drive client acquisition and retention across a defined footprint. You will lead a team, develop strategic account plans, and ensure risk-aware delivery of solutions to high-value clients.

The role emphasizes coaching, collaboration with senior leadership, and leveraging PNC products to expand relationships. 8+ years in the industry and 5+ years of management experience are typical requirements; FINRA licenses