Wealth Advisor - Client-Focused Financial Planner

PNC Financial Services Group; Mesa (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical & dental coverage

401(k) with PNC match

Wellness program

Paid time off

Job summary

PNC Wealth Management is seeking a Wealth Advisor to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business while delivering an exceptional client experience. The role is based in Arizona and requires in-depth knowledge of financial planning and relationship management to support clients' goals.

The position demands FINRA Series 7 and 66 licenses (or 63,65) and Life and Health Insurance credentials, along with a bachelor's degree and 3+

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Bachelor's degree is required.
• Licenses: FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

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.
• 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.
• Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners.
• Regularly meets with internal business partners to communicate and review business results and pipeline management.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Wealth Management is seeking a Wealth Advisor to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business while delivering an exceptional client experience. The role is based in Arizona and requires in-depth knowledge of financial planning and relationship management to support clients' goals.

The position demands FINRA Series 7 and 66 licenses (or 63,65) and Life and Health Insurance credentials, along with a bachelor's degree and 3+