Wealth Advisor: Client Planning & Growth

PNC Financial Services Group, Inc.; Mesa (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision options

401(k) with company match

Life insurance

Job summary

PNC Financial Services Group, Inc. in Mesa, AZ seeks a Financial Advisor within PNC Wealth Management to manage an assigned book of business, consult on investment and insurance strategies, and develop comprehensive financial plans for clients.

You will grow client relationships, drive referrals, and collaborate with branch staff to deliver an exceptional client experience, while aligning with regulatory and internal guidelines.

Qualifications

• University degree required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Strong client management and advisory skills in financial planning.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business and manage client relationships.
• Coach branch staff to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Public Speaking

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Sales Tasks

Selling

Education

Bachelor's

FINRA Series 7 & 66

Life & Health Insurance

Job description

PNC Financial Services Group, Inc. in Mesa, AZ seeks a Financial Advisor within PNC Wealth Management to manage an assigned book of business, consult on investment and insurance strategies, and develop comprehensive financial plans for clients.

You will grow client relationships, drive referrals, and collaborate with branch staff to deliver an exceptional client experience, while aligning with regulatory and internal guidelines.