Wealth Advisor: Client-Focused Financial Guidance

PNC; St. Louis (MO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

401(k) with match

Pension and stock plans

Job summary

PNC Wealth Management is seeking a Wealth Advisor in Missouri to consult on investment and insurance strategies, build a robust client base, and develop comprehensive financial plans. You will manage end-to-end client experiences, identify opportunities, and coordinate with internal partners to drive growth.

The role requires a Bachelor’s degree, FINRA securities licenses (7 & 66 or 63/65) and Life/Health insurance certifications, with a strong emphasis on client service and compliance.

Qualifications

• Client-facing financial planning and investment advisory experience.
• Building and maintaining client relationships with a focus on growth.
• Familiarity with investment and insurance products.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients.
• Acquires, expands and maintains client relationships through business development and networking.
• Develops and implements investment and insurance strategies and presents sound recommendations.
• Coaches internal partners to identify investment opportunities and drives referrals.
• Meets with partners to review results and adhere to service levels.

Skills

Client Prospecting

Relationship Building

Credit Risk

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's

Job description

PNC Wealth Management is seeking a Wealth Advisor in Missouri to consult on investment and insurance strategies, build a robust client base, and develop comprehensive financial plans. You will manage end-to-end client experiences, identify opportunities, and coordinate with internal partners to drive growth.

The role requires a Bachelor’s degree, FINRA securities licenses (7 & 66 or 63/65) and Life/Health insurance certifications, with a strong emphasis on client service and compliance.