Wealth Advisor: Client Growth & Strategy

Fairygodboss; Joliet (IL); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401(k) with match

Job summary

PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans for clients, and grow a book of business in Illinois. The role emphasizes delivering an exceptional client experience and collaborating with internal partners to drive referrals and success.

A Bachelor's degree and FINRA Series 7/66 along with Life and Health Insurance are required. Base salary ranges from $63,750 to $127,500 with incentive eligibility based on performance.

Qualifications

• Bachelor's degree required. Certifications often desired; in lieu of a degree, a comparable combination may be considered.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• Proven ability to develop investment and insurance strategies and financial plans.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires, expands and maintains client relationships through business development and networking.
• Develops and implements investment strategies and presents sound financial recommendations.
• Coaches internal partners to identify opportunities and drives referral activity.
• Meets with partners to review results and ensure compliance with laws and policies.

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

Job description

PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans for clients, and grow a book of business in Illinois. The role emphasizes delivering an exceptional client experience and collaborating with internal partners to drive referrals and success.

A Bachelor's degree and FINRA Series 7/66 along with Life and Health Insurance are required. Base salary ranges from $63,750 to $127,500 with incentive eligibility based on performance.