Wealth Advisor: Client Planning & Growth

PNC; Arizona; Vor Ort; USD 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical coverage

401(k) matching

Paid time off

Educational assistance

Zusammenfassung

PNC Wealth Management seeks a Financial Advisor based in Mesa, AZ to grow and manage an investment and insurance book of business. You will own the client experience, provide tailored financial plans, and work with branch teams to drive results.

Ideal candidates have a university degree, 2+ years of financial services experience, and FINRA licensing. The role offers in-branch collaboration, training, and a robust benefits package within an inclusive corporate culture.

Qualifikationen

• University degree required; 2+ years of relevant professional experience.

Aufgaben

• Consults on investment and insurance strategies and develops financial plans for clients.
• ],
• perks

Kenntnisse

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Public Speaking

Relationship Building

Interpersonal Skills

Sales & Referrals

Time Management

Ausbildung

Bachelor's degree

Jobbeschreibung

PNC Wealth Management seeks a Financial Advisor based in Mesa, AZ to grow and manage an investment and insurance book of business. You will own the client experience, provide tailored financial plans, and work with branch teams to drive results.

Ideal candidates have a university degree, 2+ years of financial services experience, and FINRA licensing. The role offers in-branch collaboration, training, and a robust benefits package within an inclusive corporate culture.