Wealth Advisor — Build Client Plans & Growth

PNC Financial Services Group, Inc.; Warren (MI); Presencial; USD 70.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) match

Pension

Stock purchase plan

Educational assistance

Descripción de la vacante

PNC Wealth Management seeks a Wealth Advisor based in Michigan to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will collaborate with internal partners, maintain client relationships, and deliver an exceptional client experience.

Candidates should have a Bachelor's degree, FINRA Series 7 and 66, Life and Health Insurance licenses, and 3+ years of relevant experience; the role emphasizes compliance, risk management, and strong communication.

Formación

• Bachelor's degree and required FINRA licenses.
• 3+ years of relevant / direct industry experience.
• Strong communication and relationship management skills.

Responsabilidades

• Consult on investment and insurance strategies and develop financial plans.
• Acquire and maintain client relationships and grow the book of business.
• Present financial recommendations and monitor plans.
• Collaborate with internal partners to identify opportunities and referrals.
• Meet service levels and comply with applicable laws and guidelines.

Conocimientos

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Educación

Bachelor's degree

Descripción del empleo

PNC Wealth Management seeks a Wealth Advisor based in Michigan to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will collaborate with internal partners, maintain client relationships, and deliver an exceptional client experience.

Candidates should have a Bachelor's degree, FINRA Series 7 and 66, Life and Health Insurance licenses, and 3+ years of relevant experience; the role emphasizes compliance, risk management, and strong communication.