Wealth Advisor: Client Growth & Financial Planning

PNC Financial Services Group; Centennial (CO); On-site; USD 58,000 - 96,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401(k) with company match

Paid time off and holidays

Job summary

PNC Financial Services Group in Centennial, CO is seeking a Financial Advisor within PNC Wealth Management to manage an assigned book of business, develop financial plans, and drive investment and insurance strategies for clients. This in-office role emphasizes teamwork with branch staff and internal partners, with strong emphasis on client experience and compliance.

A baseline licensing requirement includes FINRA Series 7 and 66 (or 63/65) plus Life/Health insurance, and 2+ years of related

Qualifications

• University degree required; 2+ years of relevant professional experience.
• FINRA licenses required: Series 7 and 66 (or 63,65) and Life & Health Insurance license.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business and manage the client experience.
• Acquire and expand client relationships through networking and referrals; collaborate with internal partners.
• Develop and implement investment/insurance strategies and present sound recommendations.
• Coach and educate branch staff to identify investment opportunities and drive referrals.
• Meet with managers and partners to review results and maintain service levels.

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

Tools

FINRA Series 7, 66, 63, 65

Life and Health Insurance license

Job description

PNC Financial Services Group in Centennial, CO is seeking a Financial Advisor within PNC Wealth Management to manage an assigned book of business, develop financial plans, and drive investment and insurance strategies for clients. This in-office role emphasizes teamwork with branch staff and internal partners, with strong emphasis on client experience and compliance.

A baseline licensing requirement includes FINRA Series 7 and 66 (or 63/65) plus Life/Health insurance, and 2+ years of related