Wealth Advisor — Albuquerque: Plan, Invest, Grow

PNC Financial Services Group; Albuquerque (NM); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Pension and stock purchase plans

Paid holidays and vacation

Job summary

PNC Financial Services Group seeks a Financial Advisor for its Wealth Management team in Albuquerque, NM. The advisor will manage an assigned client book, deliver investment and insurance planning, and coordinate with internal partners to optimize client outcomes.

The role emphasizes deep client service, prospecting, and ongoing education of clients on market opportunities while adhering to regulatory and risk-management standards. On-site position with comprehensive benefits and training.

Qualifications

• Successful candidates typically possess a university/college degree and 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• Extensive knowledge of investments, insurance strategies and financial planning concepts.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Acquire, expand and maintain client relationships through business development and client networking.

Skills

Client prospecting

Client relationship

Credit risk analysis

Customer engagement

Financial analysis

Financial modeling

Investment banking

Public speaking

Relationship building

Relationship management

Education

Bachelor's degree

Job description

PNC Financial Services Group seeks a Financial Advisor for its Wealth Management team in Albuquerque, NM. The advisor will manage an assigned client book, deliver investment and insurance planning, and coordinate with internal partners to optimize client outcomes.

The role emphasizes deep client service, prospecting, and ongoing education of clients on market opportunities while adhering to regulatory and risk-management standards. On-site position with comprehensive benefits and training.