Wealth Advisor: Client Investment & Planning

Fairygodboss; Maryland Line (MD); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision

401(k) with match

Pension plan

Stock purchase plan

Wellness program

Job summary

PNC Wealth Management is hiring a Wealth Advisor based in Maryland. You will consult on investment and insurance strategies, build a client-centric experience, and grow a book of business through proactive contact and referrals.

Base salary is shown as 63,750.00 – 127,500.00 USD, with geographic variation and incentive eligibility. Sponsorship for visas or STEM OPT is not provided for this position.

Qualifications

• Bachelor's degree in a relevant field with financial services experience.
• FINRA licenses required (Series 7/66) and Life & Health insurance knowledge.
• Experience developing investment and insurance strategies for clients.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Grows and retains an investment and insurance book of business with excellent client experience.
• Acquires and maintains client relationships through networking and referrals.
• Develops investment opportunities and coaches internal partners to drive results.
• Meets with partners to review results and manage pipeline while adhering to regulations.

Skills

Client prospecting

Client relationship building

Financial analysis

Investment strategies

Public speaking

Sales awareness

Cross-functional collaboration

Education

Bachelor's degree

Job description

PNC Wealth Management is hiring a Wealth Advisor based in Maryland. You will consult on investment and insurance strategies, build a client-centric experience, and grow a book of business through proactive contact and referrals.

Base salary is shown as 63,750.00 – 127,500.00 USD, with geographic variation and incentive eligibility. Sponsorship for visas or STEM OPT is not provided for this position.