Wealth Advisor - Client-Focused Investment Strategy

PNC; Uniontown (Fayette County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision coverage

401(k) with match

Paid time off

Job summary

The Wealth Advisor role at PNC within Wealth Management is based in the Greater Philadelphia Area, focusing on growing and retaining a client book through financial planning, investment and insurance strategies. You will lead client experiences, coordinate with internal partners and drive referrals while adhering to regulatory guidelines.

Required qualifications include a Bachelor's degree, FINRA licenses, Life and Health insurance, and strong capabilities in relationship management, financial

Qualifications

• Knowledge of investment and insurance planning.
• Ability to develop comprehensive financial plans.
• Strong client relationship and consultative sales skills.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Expands and maintains client relationships through business development and networking.
• Develops and implements investment strategies and presents financial recommendations.
• Coaches internal partners to identify opportunities and drive referrals.
• Meets with partners to review results and adhere to laws 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

The Wealth Advisor role at PNC within Wealth Management is based in the Greater Philadelphia Area, focusing on growing and retaining a client book through financial planning, investment and insurance strategies. You will lead client experiences, coordinate with internal partners and drive referrals while adhering to regulatory guidelines.

Required qualifications include a Bachelor's degree, FINRA licenses, Life and Health insurance, and strong capabilities in relationship management, financial