Wealth Advisor – Client Growth & Financial Planning

PNC; Tempe (AZ); In loco; USD 80.000 - 120.000; Tempo pieno

Descrizione del lavoro

PNC Wealth Management in Tempe, AZ seeks a Wealth Advisor to consult on investment and insurance strategies, build and retain client relationships, and develop tailored financial plans.

The role emphasizes driving referrals, coaching partners, and maintaining regulatory compliance, with a bachelor degree and 3+ years of experience; FINRA licenses and life/health credentials are highly preferred.

Competenze

• Bachelor's degree required.
• 3+ years of experience required.
• FINRA licenses and life/health credentials preferred.

Mansioni

• Consult on investment and insurance strategies.
• Build and retain client relationships and develop tailored financial plans.
• Drive referrals and coach partners.
• Maintain regulatory compliance.

Conoscenze

Wealth management

Client relations

Referral development

Formazione

Bachelor's degree

FINRA licenses

Life/Health insurance credentials

Descrizione del lavoro

PNC Wealth Management in Tempe, AZ seeks a Wealth Advisor to consult on investment and insurance strategies, build and retain client relationships, and develop tailored financial plans.

The role emphasizes driving referrals, coaching partners, and maintaining regulatory compliance, with a bachelor degree and 3+ years of experience; FINRA licenses and life/health credentials are highly preferred.