Wealth Advisor — Client Growth & Financial Plans

Fairygodboss; Lancaster (Lancaster County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with PNC match

Health insurance

Job summary

PNC Wealth Advisor role within PNC's Wealth Management is based in the Greater Philadelphia Area. You will consult on investment and insurance strategies, develop comprehensive financial plans, and expand your client book while delivering exceptional client experiences.

Requires FINRA series 7/66 and Life & Health licenses, a Bachelor's degree, and 3+ years of relevant experience. The position emphasizes collaboration with internal partners and adherence to regulations within an in-office

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63/65) required. Life and Health Insurance licenses required.
• 3+ years of relevant / direct industry experience preferred.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and owns the client experience.
• Develops and implements investment strategies and presents sound recommendations to clients.
• Coaches internal partners to identify opportunities and drives referral activity.
• Meets with internal partners to review results and ensure compliance with 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

Bachelors

Tools

FINRA Series 7/66

Life and Health Insurance Licenses

Job description

PNC Wealth Advisor role within PNC's Wealth Management is based in the Greater Philadelphia Area. You will consult on investment and insurance strategies, develop comprehensive financial plans, and expand your client book while delivering exceptional client experiences.

Requires FINRA series 7/66 and Life & Health licenses, a Bachelor's degree, and 3+ years of relevant experience. The position emphasizes collaboration with internal partners and adherence to regulations within an in-office