Wealth Advisor: Build Plans, Grow Relationships

PNC; Thorndale (TX); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical coverage

Dental & vision

Life insurance

Disability protection

401(k) with company match

Education assistance

Wellness program

Paid holidays & vacation

Résumé du poste

PNC Wealth Management in Thorndale, PA is seeking a Financial Advisor to manage an assigned book of business and deliver comprehensive investment and insurance solutions within a branch team. You will consult on strategies and build client plans that align with savings, retirement goals, and risk tolerance.

Based in a cooperative, in-office environment, you will work with branch partners, develop relationships, and drive referrals while adhering to regulatory guidelines and PNC's total rewards

Qualifications

• University/college degree and 2+ years of relevant experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• No required language assessments.

Responsabilités

• Consults on investment and insurance strategies and financial plans.
• Grow and retain an investment and insurance book of business.
• Owns client experience, handling sales and service and referrals.
• Develops and implements investment and insurance strategies.
• Presents financial recommendations and guidance to clients.
• Establishes financial plans based on client needs.

Connaissances

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Managing Multiple Priorities

Sales Tasks

Selling

Formation

Bachelor's degree

Description du poste

PNC Wealth Management in Thorndale, PA is seeking a Financial Advisor to manage an assigned book of business and deliver comprehensive investment and insurance solutions within a branch team. You will consult on strategies and build client plans that align with savings, retirement goals, and risk tolerance.

Based in a cooperative, in-office environment, you will work with branch partners, develop relationships, and drive referrals while adhering to regulatory guidelines and PNC's total rewards