Strategic Financial Advisor — Wealth Planning & Growth

PNC Financial Services Group, Inc.; West Windsor, Northern (NJ, KY); Hybrid; USD 85,000 - 150,000; Full time

Job summary

PNC Financial Services Group, Inc. seeks a financial professional to consult on investment and insurance strategies and develop robust financial plans for clients.

You will grow and retain a strong book of business while owning the client experience, identifying opportunities, and referring to internal partners as appropriate. You will acquire and expand client relationships through business development and networking, driving loyalty and share of wallet.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business and own the client experience.
• Identify sales opportunities and refer to internal partners as appropriate.
• Acquire and expand client relationships through business development and client networking.
• Coach branch staff to identify investment opportunities and drive referrals.
• Communicate regularly with branch management and partners to review results and pipeline.

Job description

PNC Financial Services Group, Inc. seeks a financial professional to consult on investment and insurance strategies and develop robust financial plans for clients.

You will grow and retain a strong book of business while owning the client experience, identifying opportunities, and referring to internal partners as appropriate. You will acquire and expand client relationships through business development and networking, driving loyalty and share of wallet.