Wealth Advisor - Build Client Wealth & Plans

PNC; Scottsdale (AZ); Vor Ort; USD 90.000 - 140.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Short & Long-term Disability

401(k) with match

Zusammenfassung

PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, developing comprehensive financial plans for clients. You will grow and retain a book of business, owning the client experience and coordinating with internal partners to maximize referrals.

You will expand your client relationships through active business development, coaching teammates, and delivering tailored financial guidance in a compliant, service-oriented environment.

Qualifikationen

• University degree with 3+ years of relevant/direct industry experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Licensing and compliance knowledge to support wealth management activities.

Aufgaben

• Consults on investment and insurance strategies and develops financial plans.
• Grows and retains an investment and insurance book of business; expands client relationships.
• Owns the client experience, manages sales and service, and makes referrals to partners.
• Develops and implements strategies, presents sound financial guidance.
• Coaches internal partners to identify opportunities and drive referrals.

Kenntnisse

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Ausbildung

Bachelor's Degree

Jobbeschreibung

PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, developing comprehensive financial plans for clients. You will grow and retain a book of business, owning the client experience and coordinating with internal partners to maximize referrals.

You will expand your client relationships through active business development, coaching teammates, and delivering tailored financial guidance in a compliant, service-oriented environment.