Wealth Advisor, Albuquerque — Personalized Investment Planner

PNC Financial Services Group, Inc.; Albuquerque (NM); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401(k) match

Educational assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Financial Advisor for PNC Wealth Management in Albuquerque, NM. The role focuses on delivering holistic financial planning, managing investments and insurance strategies, and growing a client book within a branch network.

The ideal candidate has a Bachelor’s degree, 2+ years of relevant experience, and necessary FINRA licenses plus Life/Health insurance credentials. A collaborative, in-office culture supports ongoing training and career growth.

Qualifications

• Bachelor's degree required; 2+ years of relevant professional experience expected.
• FINRA Series 7 and 66 licenses required (or 63/65) and Life & Health Insurance licenses.
• Strong client relationship, sales, and advisory skills with a focus on financial planning.

Responsibilities

• Consults on investment and insurance strategies for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales, service, and referrals.
• Develops personalized financial plans and presents sound recommendations.
• Coaches branch staff to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Financial Advisor for PNC Wealth Management in Albuquerque, NM. The role focuses on delivering holistic financial planning, managing investments and insurance strategies, and growing a client book within a branch network.

The ideal candidate has a Bachelor’s degree, 2+ years of relevant experience, and necessary FINRA licenses plus Life/Health insurance credentials. A collaborative, in-office culture supports ongoing training and career growth.