Wealth Advisor

Jobtailor; Milwaukee (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

PNC Financial Services Milwaukee seeks a licensed financial advisor to consult on investment and insurance strategies, develop tailored financial plans, and manage a growing book of business. You will own the end-to-end client experience, drive referrals, and expand relationships with internal partners.

Responsibilities include partnering with clients to deliver comprehensive financial planning, communication of recommendations, and ongoing portfolio reviews, while ensuring regulatory compliance

Qualifications

• Bachelor's degree typically required for roles at this level.
• 3+ years of relevant/direct industry experience.
• Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
• FINRA Series 7 and 66, or Series 7 and 63/65, required.
• Life and Health Insurance required.
• Knowledge of client prospecting and relationship building.
• Credit risk analysis, financial analysis, and financial modeling.
• Customer engagement and retention.
• Investment banking knowledge.
• Public speaking and coaching others are valued.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service, identifying opportunities, and referrals to internal partners.
• Acquire, expand, and maintain client relationships through business development and networking.
• Grow client loyalty and share of wallet through exceptional client experience.
• Apply product and procedural knowledge to solve client problems.

Skills

Client Relationship Mgmt

Investment Strategy

Financial Planning

Credit Risk Analysis

Financial Modeling

Sales Activities

Compliance Management

Customer Engagement

Public Speaking

Coaching Others

Interpersonal Relationships

Referral Management

Prospecting

Investment Banking Knowledge

Education

Bachelor's degree

FINRA Series 7

FINRA Series 66

Life and Health Insurance

Job description

• Consult on investment and insurance strategies and develop financial plans for clients
• Grow and retain an investment and insurance book of business
• Own the client experience, handling sales and service, identifying opportunities, and making referrals to internal business partners
• Acquire, expand, and maintain client relationships through business development and client networking
• Grow client loyalty and share of wallet through an exceptional client experience
• Apply product and procedural knowledge to solve client problems appropriately and efficiently
• Develop and implement investment and insurance strategies
• Determine the best products to support client strategies
• Present financial recommendations and guidance to clients
• Establish individual financial plans based on client needs and objectives
• Monitor financial plans and recommend changes as needed
• Coach and educate internal business partners to identify investment opportunities
• Drive investment education and visibility among internal business partners
• Communicate regularly with internal and external partners to build relationships and drive referral activity
• Meet with internal business partners to communicate and review business results and pipeline management
• Meet service level agreements on lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines
• Manage customer-focused solutions and the risks associated with business objectives under PNC's Enterprise Risk Management Framework

Requirements

• University/college degree typically required for roles at this level
• 3+ years of relevant/direct industry experience
• Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
• FINRA Series 7 and 66, or Series 7 and 63/65, required
• Life and Health Insurance required
• Knowledge of client prospecting and relationship building
• Credit risk analysis, financial analysis, and financial modeling
• Customer engagement and retention
• Investment banking knowledge
• Public speaking
• Coaching others and customer experience management
• Effective communications and interpersonal relationships
• Ability to manage multiple priorities
• Prospecting, sales tasks and activities, and selling
• Compliance with applicable laws, regulations, policies, and guidelines
• Must satisfy Section 19 of the FDIA and applicable FINRA/SAFE Act requirements

Core Competencies

Demonstrates expertise in developing and implementing investment and insurance strategies while managing client relationships and ensuring compliance with regulations. Proficient in financial analysis, client engagement, and delivering exceptional customer experiences.

Highest-signal resume keywords

• FINRA Series 7
• FINRA Series 66
• Life And Health Insurance
• Financial Analysis
• Client Relationship Management

ATS Optimization Keywords

Hard Skills

• Investment Strategy Development
• Financial Planning
• Credit Risk Analysis
• Financial Modeling
• Client Prospecting
• Sales Activities
• Compliance Management
• Customer Engagement
• Investment Banking Knowledge
• Referral Management

Soft Skills

• Effective Communication
• Public Speaking
• Coaching Others
• Interpersonal Relationships
• Customer Experience Management

Certifications & Qualifications

• FINRA Series 7
• FINRA Series 66
• Life And Health Insurance

Industry Keywords

• Investment Strategies
• Insurance Strategies
• Client Networking
• Business Development
• Enterprise Risk Management