Wealth Advisor | Client Growth & Financial Planning

PNC Financial Services Group, Inc.; Town of Middletown (NY); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Pension plan

Stock purchase program

Job summary

PNC Wealth Management seeks a Wealth Advisor to base in Delaware, consulting on investment and insurance strategies, and developing financial plans for clients. You will grow an investment book and deliver an exceptional client experience in an in‑office environment.

Candidates should have a bachelor's degree with 3+ years of industry experience, FINRA Series 7/66 or 63/65, and Life & Health licenses. Salary is competitive with incentive eligibility and geographic variation.

Qualifications

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

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Acquires, expands and maintains client relationships through business development and client networking.
• Develops and implements investment and insurance strategies for clients.
• Coaches and educates internal business partners to identify investment opportunities.
• Meets with internal partners to communicate results and pipeline management.

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

Job description

PNC Wealth Management seeks a Wealth Advisor to base in Delaware, consulting on investment and insurance strategies, and developing financial plans for clients. You will grow an investment book and deliver an exceptional client experience in an in‑office environment.

Candidates should have a bachelor's degree with 3+ years of industry experience, FINRA Series 7/66 or 63/65, and Life & Health licenses. Salary is competitive with incentive eligibility and geographic variation.