Wealth Advisor - Build Client Wealth & Financial Plans

PNC Financial Services Group, Inc.; Milwaukee (WI); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision options

Life insurance

Short and long-term disability

Job summary

PNC Financial Services Group, Inc. seeks a Wealth Advisor for PNC Wealth Management in Wisconsin. The role focuses on consulting on investment and insurance strategies and developing comprehensive financial plans for clients.

Responsibilities include growing client relationships, expanding the book of business, and delivering exceptional service while coordinating with internal partners to drive referrals and results.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies, and the development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service, identifying opportunities and referrals.

Skills

Client Prospecting

Client Relationship Building

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, Inc. seeks a Wealth Advisor for PNC Wealth Management in Wisconsin. The role focuses on consulting on investment and insurance strategies and developing comprehensive financial plans for clients.

Responsibilities include growing client relationships, expanding the book of business, and delivering exceptional service while coordinating with internal partners to drive referrals and results.