Wealth Advisor - CA: Client Growth & Planning

PNC; San Diego (CA); On-site; USD 77,000 - 128,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) with company match

Paid time off

Job summary

PNC Wealth Management in California seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a book of business while owning the client experience.

The role emphasizes building client relationships, cross‑functional collaboration, and adherence to regulatory guidelines. Base salary and incentive potential reflect geographic location and performance, with comprehensive benefits and ongoing partner collaboration.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Certifications are often desired, depending on the role.
• In lieu of a degree, a comparable combination of education, certification(s) and experience may be considered.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management in California seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a book of business while owning the client experience.

The role emphasizes building client relationships, cross‑functional collaboration, and adherence to regulatory guidelines. Base salary and incentive potential reflect geographic location and performance, with comprehensive benefits and ongoing partner collaboration.