Wealth Advisor - Client Growth & Financial Planning

Fairygodboss; Glendale (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

PNC Wealth Management in Arizona seeks a Wealth Advisor to join our in-office team. You will base in Arizona and provide comprehensive financial guidance to clients, building trusted relationships and delivering tailored investment and insurance strategies.

You will develop financial plans, manage client books, and collaborate with product specialists and internal partners to identify opportunities and ensure exceptional service.

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 and 66 required; Life & Health Insurance required.
• Licenses and regulatory requirements must be maintained.

Responsibilities

• Consults on investment and insurance strategies; grows and retains a book of business.
• Acquires, expands and maintains client relationships; delivers an exceptional client experience.
• Develops and implements investment and insurance strategies; presents recommendations.
• Coaches internal partners to identify investment opportunities and drives referrals.
• Meets with internal partners to review results and pipeline; adheres to laws and guidelines.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Sales Skills

Education

Bachelors

Job description

PNC Wealth Management in Arizona seeks a Wealth Advisor to join our in-office team. You will base in Arizona and provide comprehensive financial guidance to clients, building trusted relationships and delivering tailored investment and insurance strategies.

You will develop financial plans, manage client books, and collaborate with product specialists and internal partners to identify opportunities and ensure exceptional service.