Wealth Advisor: Build Client Plans & Growth

PNC Financial Services Group, Inc.; Erie (CO); Hybride; USD 53 000 - 88 000; Plein temps

Avantages offerts par ce poste

Medical coverage

401(k) with match

Educational assistance

Wellness program

Résumé du poste

PNC Financial Services Group, Inc. seeks a Financial Advisor in Erie, CO within PNC Wealth Management to manage an assigned book of business and deliver holistic financial planning.

You will consult on investment and insurance strategies, grow client relationships, and work closely with branch staff to identify opportunities for clients. The role emphasizes a personalized client experience, adherence to regulatory guidelines, and collaboration with internal partners to drive referrals and

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 licenses required (63/65 acceptable).
• Life and Health Insurance license required.
• 2+ years of relevant professional experience.
• Strong client development and relationship management skills.

Responsabilités

• Consults on investment and insurance strategies and financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Develops and maintains client relationships through networking and referrals.
• Delivers sound financial recommendations and guidance to clients.
• Coaches branch staff and educates partners to identify investment opportunities.

Connaissances

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Public Speaking

Relationship Management

Formation

Bachelor's degree

FINRA Series 7 and 66

Life and Health Insurance

Description du poste

PNC Financial Services Group, Inc. seeks a Financial Advisor in Erie, CO within PNC Wealth Management to manage an assigned book of business and deliver holistic financial planning.

You will consult on investment and insurance strategies, grow client relationships, and work closely with branch staff to identify opportunities for clients. The role emphasizes a personalized client experience, adherence to regulatory guidelines, and collaboration with internal partners to drive referrals and