Wealth Advisor - Build Wealth & Client Relationships

PNC Financial Services Group, Inc.; Washington (District of Columbia); Hybrid; USD 64,000 - 128,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Pension and stock purchase plans

Paid time off

Job summary

PNC Financial Services Group, Inc. Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies and to develop comprehensive financial plans for clients in the Greater Washington area.

This in-office role emphasizes service excellence, sales opportunity realization, and referral collaboration across the firm. You will own the client experience, grow a book of business, and coach internal partners to identify investment opportunities while maintaining regulatory

Qualifications

• Bachelor's degree in finance, economics, or related field.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance license required.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Grows and retains an investment and insurance book of business through client activities and referrals.
• Manages the client experience, handling sales and service and coordinating with internal partners.
• Educates internal teams and drives opportunities through strong relationship building.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Financial Analysis

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies and to develop comprehensive financial plans for clients in the Greater Washington area.

This in-office role emphasizes service excellence, sales opportunity realization, and referral collaboration across the firm. You will own the client experience, grow a book of business, and coach internal partners to identify investment opportunities while maintaining regulatory