Wealth Advisor - Client Growth & Strategy

PNC; Maryland Line (MD); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Job summary

PNC in Maryland Line, MD is seeking an experienced financial professional to lead investment and insurance strategies, develop client plans, and grow a diversified book of business.

You will own the client experience, coordinate with internal partners, and drive referrals while ensuring compliance with regulatory requirements and company policies. A Bachelor's degree and 3+ years of experience are expected, with FINRA licenses and Life/Health insurance credentials required.

Qualifications

• Bachelor degree required; certifications often desired.
• 3+ years of relevant industry experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies, develops financial plans, grows and retains a book of business.
• Manages client experiences, handles sales and service, referring opportunities to partners.
• Develops and implements investment strategies and presents sound recommendations.
• Coaches internal partners to identify opportunities and drive referrals.
• Regularly reviews results, meets SLAs, and adheres to 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 in Maryland Line, MD is seeking an experienced financial professional to lead investment and insurance strategies, develop client plans, and grow a diversified book of business.

You will own the client experience, coordinate with internal partners, and drive referrals while ensuring compliance with regulatory requirements and company policies. A Bachelor's degree and 3+ years of experience are expected, with FINRA licenses and Life/Health insurance credentials required.