Strategic Wealth Advisor: Build Plans & Grow Clients

PNC Financial Services Group, Inc.; Fort Wayne (IN); Vor Ort; USD 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) with company match

Paid time off

Zusammenfassung

PNC Wealth Management is seeking a Wealth Advisor based in Indiana to consultant on investment and insurance strategies, develop comprehensive financial plans, and grow a client book. The role emphasizes building strong client relationships and delivering an exceptional client experience within an in-office culture.

You will collaborate with internal partners, manage referrals, and adhere to regulatory requirements while helping clients achieve their financial goals.

Qualifikationen

• Bachelor's degree and 3+ years of relevant/ direct industry experience.
• FINRA Series 7 and 66 required (or 63/65) and Life & Health Insurance required.
• Strong knowledge of investment and insurance products and financial planning.

Aufgaben

• Consults on investment and insurance strategies and builds client financial plans.
• Grows and retains an investment and insurance book of business.
• Acquires and expands client relationships through business development.
• Partners with internal teams to identify opportunities and referrals.
• Meets service level agreements and adheres to laws and policies.

Kenntnisse

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Ausbildung

Bachelor's degree

Jobbeschreibung

PNC Wealth Management is seeking a Wealth Advisor based in Indiana to consultant on investment and insurance strategies, develop comprehensive financial plans, and grow a client book. The role emphasizes building strong client relationships and delivering an exceptional client experience within an in-office culture.

You will collaborate with internal partners, manage referrals, and adhere to regulatory requirements while helping clients achieve their financial goals.