Wealth Advisor - Build Plans, Grow Client Wealth

PNC Financial Services Group, Inc.; Saint Charles (MO); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Pension and stock purchase programs

Health, dental, vision insurance

Paid holidays and vacation days

Educational assistance

Job summary

PNC Financial Services Group, Inc. seeks a Financial Advisor in St. Charles, MO within PNC Wealth Management. Based at a branch, this role focuses on managing an assigned book of clients, aligning investment and insurance strategies with client goals, and delivering a holistic financial plan.

Responsibilities include growing client loyalty, coaching staff, and driving referrals while meeting regulatory requirements and delivering excellent client service.

Qualifications

• University/college degree required; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Strong client relationship, prospecting and financial planning capabilities.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment/insurance book of business; own client experience.
• Coordinate with branch staff and partners to drive referrals and service.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Sales Tasks

Selling

Education

Bachelors

Tools

FINRA Licenses

Life & Health Insurance

Job description

PNC Financial Services Group, Inc. seeks a Financial Advisor in St. Charles, MO within PNC Wealth Management. Based at a branch, this role focuses on managing an assigned book of clients, aligning investment and insurance strategies with client goals, and delivering a holistic financial plan.

Responsibilities include growing client loyalty, coaching staff, and driving referrals while meeting regulatory requirements and delivering excellent client service.