Wealth Advisor: Build Client Wealth & Plans

Fairygodboss; Chicago (IL); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid holidays

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Illinois to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business through client relationships and referrals.

The role emphasizes adherence to laws, client service excellence, and collaboration with internal partners to maximize opportunities and deliver an exceptional client experience.

Qualifications

• Knowledge of wealth management processes and client financial planning.
• Experience in investment and insurance strategy development.
• Familiarity with regulatory and licensing requirements for financial professionals.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Acquires and maintains client relationships through business development and networking.
• Develops and implements investment strategies and presents recommendations to clients.

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 Wealth Management is seeking a Wealth Advisor based in Illinois to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business through client relationships and referrals.

The role emphasizes adherence to laws, client service excellence, and collaboration with internal partners to maximize opportunities and deliver an exceptional client experience.