Strategic Wealth Advisor

PNC; Lakewood (CO); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with match

Paid time off

Wellness program

Job summary

PNC is seeking a financial advisor-oriented professional to consult on investment and insurance strategies and develop comprehensive financial plans for clients in an in-office environment. You will grow and retain a book of business, own the client experience, and coordinate with internal partners to identify opportunities and referrals.

Required: Bachelor's degree, 3+ years of industry experience, FINRA Series 7 and 66 (or 63,65) licenses, and Life/Health Insurance credentials.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant/direct industry experience typically required.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies, developing financial plans for clients; grows and maintains investment and insurance book of business; owns client experience and refers opportunities to internal partners.
• Acquires and expands client relationships through business development and networking; enhances client loyalty and share of wallet via exceptional service.
• Develops and implements investment and insurance strategies; selects best products to support strategies and presents sound financial guidance.
• Coaches internal partners to identify investment opportunities; maintains regular communication with partners to drive referrals.
• Meets with internal partners to review business results and pipeline; adheres to laws, regulations, and guidelines.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC is seeking a financial advisor-oriented professional to consult on investment and insurance strategies and develop comprehensive financial plans for clients in an in-office environment. You will grow and retain a book of business, own the client experience, and coordinate with internal partners to identify opportunities and referrals.

Required: Bachelor's degree, 3+ years of industry experience, FINRA Series 7 and 66 (or 63,65) licenses, and Life/Health Insurance credentials.