Wealth Advisor - Client-Focused Financial Guidance

PNC; Denver (CO); On-site; USD 70,000 - 117,000; Full time

Job summary

PNC is seeking a results‑driven financial services professional for an in‑office role in Denver. You will consult on investment and insurance strategies, grow a client book, and coordinate with internal partners to deliver a superior client experience.

The role requires FINRA licenses (7 and 66 or 63/65), a bachelor’s degree, and 3+ years of relevant experience. Base salary is posted with strong benefits and incentive opportunities.

Qualifications

• Bachelor's degree required and relevant financial services experience.
• FINRA Series 7 and 66 (or 63/65) required.
• Life and Health Insurance licensing required.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Grow and maintain a client book; manage sales and service.
• Develop financial plans and present recommendations.
• Coaches and educates internal partners to identify opportunities.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Sales & Referral Skills

Education

Bachelor's

Job description

PNC is seeking a results‑driven financial services professional for an in‑office role in Denver. You will consult on investment and insurance strategies, grow a client book, and coordinate with internal partners to deliver a superior client experience.

The role requires FINRA licenses (7 and 66 or 63/65), a bachelor’s degree, and 3+ years of relevant experience. Base salary is posted with strong benefits and incentive opportunities.