Strategic Wealth Advisor & Client Growth

PNC; Town of Newark (WI); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Education assistance

Paid time off

Job summary

PNC is seeking a Financial Advisor to consult on investment and insurance strategies and develop comprehensive financial plans for clients. You will grow and retain a book of business, owning the client experience and facilitating referrals to internal partners as appropriate.

You will expand networks, coach internal partners, and ensure compliance with regulations. A university degree and FINRA licenses are required, with federal and state licensing for life and health products favored.

Qualifications

• University degree required with relevant financial services experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance licenses.
• Strong client management and advisory capabilities.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires and maintains client relationships through business development and networking.
• Develops and implements investment and insurance strategies; presents recommendations.
• Coaches internal partners to identify opportunities and drive referrals.
• Meets SLAs, reviews results and pipeline; adheres to laws and policies.

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 to consult on investment and insurance strategies and develop comprehensive financial plans for clients. You will grow and retain a book of business, owning the client experience and facilitating referrals to internal partners as appropriate.

You will expand networks, coach internal partners, and ensure compliance with regulations. A university degree and FINRA licenses are required, with federal and state licensing for life and health products favored.