Strategic Wealth Advisor | Client-Centric Growth

Fairygodboss; Scottsdale (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

401(k) with company match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Wealth Management based in Arizona seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will manage client experiences, drive referrals, and collaborate with internal partners to deliver comprehensive financial solutions.

The role requires 3+ years of relevant experience, a Bachelor’s degree, and FINRA Series 7/66 and Life/Health licenses. Sponsorship is not provided.

Qualifications

• University degree required; 3+ years of relevant industry experience.
• Licensing requirements include FINRA Series 7 and 66 (or 63,65) and Life/Health insurance.
• Sponsorship not provided for visas or STEM OPT.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Expands and maintains client relationships through business development and networking.
• Develops and implements investment and insurance strategies and presents sound financial recommendations.
• Coaches internal partners to identify investment opportunities and drives referral activity.
• Meets with internal partners to review results and pipeline while adhering to laws 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

Job description

PNC Wealth Management based in Arizona seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will manage client experiences, drive referrals, and collaborate with internal partners to deliver comprehensive financial solutions.

The role requires 3+ years of relevant experience, a Bachelor’s degree, and FINRA Series 7/66 and Life/Health licenses. Sponsorship is not provided.