Wealth Advisor: Build Plans & Grow Client Portfolios

PNC Financial Services Group, Inc.; Chicago (IL); Hybride; USD 77 000 - 128 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) with match

Stock purchase plan

Résumé du poste

PNC Wealth Management in Chicago is seeking a Wealth Advisor to consult on investment and insurance strategies, develop comprehensive financial plans for clients, and grow a robust book of business.

You will own the client experience, manage sales and service with internal partners, coach others as needed, and ensure compliance with applicable laws and company policies while delivering tailored financial guidance.

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 and 66 (or 63/65) licenses required.
• Life and Health Insurance licenses required.
• 3+ years of relevant industry experience.

Responsabilités

• Consult on investment and insurance strategies for clients.
• Grow and retain an investment and insurance book of business.
• Develop and implement individualized financial plans for clients.
• Collaborate with internal partners to identify opportunities and referrals.
• Meet service level agreements and manage pipeline.

Connaissances

Client prospecting

Client relationships

Credit risk analysis

Financial analysis

Financial modeling

Public speaking

Relationship management

Sales skills

Networking

Interpersonal skills

Formation

Bachelor's degree

Description du poste

PNC Wealth Management in Chicago is seeking a Wealth Advisor to consult on investment and insurance strategies, develop comprehensive financial plans for clients, and grow a robust book of business.

You will own the client experience, manage sales and service with internal partners, coach others as needed, and ensure compliance with applicable laws and company policies while delivering tailored financial guidance.