Wealth Advisor: Client-Focused Investing & Planning

PNC; Erie (Erie County); Hybride; USD 90 000 - 150 000; Plein temps

Résumé du poste

PNC Financial Services Group, Inc. in the Wealth Management division seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a book of business.

You will manage client experiences, coordinate with internal partners, and drive referrals while maintaining compliance with laws and policies. The role emphasizes active client engagement, prospecting, and delivering tailored financial solutions.

Qualifications

• Bachelor's degree required; Certifications often desired.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

Responsabilités

• Consult on investment and insurance strategies for clients and develop financial plans.
• Grow and retain a book of business through client acquisition and referrals.
• Develop and implement investment strategies; present sound financial recommendations.
• Coach internal partners to identify opportunities and drive referrals.

Connaissances

Client Prospecting

Client Relationship Building

Financial Analysis

Financial Modeling

Public Speaking

Relationship Management

Sales Tasks and Activities

Selling

Formation

Bachelor's degree

Description du poste

PNC Financial Services Group, Inc. in the Wealth Management division seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a book of business.

You will manage client experiences, coordinate with internal partners, and drive referrals while maintaining compliance with laws and policies. The role emphasizes active client engagement, prospecting, and delivering tailored financial solutions.