Wealth Advisor: Build Client Portfolios & Financial Planning

PNC Financial Services Group, Inc.; Aurora (IL); Sur place; USD 64 000 - 128 000; Plein temps

Avantages offerts par ce poste

Medical/dental/vision coverage

401(k) with company match

Paid time off and holidays

Résumé du poste

PNC Wealth Management is seeking a Wealth Advisor to develop tailored investment and insurance strategies, build a loyal client base, and manage the client experience. You will collaborate with internal partners to uncover opportunities and drive referrals while delivering exceptional service.

The role emphasizes financial planning, relationship management, and adherence to industry regulations in an Illinois-based, in-office setting.

Qualifications

• Bachelor’s degree required; Certifications often desired.
• FINRA Series 7 and 66 required or 63/65 alternative.
• Life and Health Insurance licenses required.

Responsabilités

• Consult on investment and insurance strategies and develop financial plans.
• Grow and retain an investment and insurance book of business.
• Expand client relationships through business development and networking.
• Coach internal partners to identify investment opportunities and drive referrals.
• Meet service level expectations and adhere to laws and policies.

Connaissances

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Formation

Bachelors

Description du poste

PNC Wealth Management is seeking a Wealth Advisor to develop tailored investment and insurance strategies, build a loyal client base, and manage the client experience. You will collaborate with internal partners to uncover opportunities and drive referrals while delivering exceptional service.

The role emphasizes financial planning, relationship management, and adherence to industry regulations in an Illinois-based, in-office setting.