Wealth Advisor: Client Planning & Growth

Ativesite; Washington (District of Columbia); On-site; USD 64,000 - 128,000; Full time

Job summary

PNC's Wealth Management organization seeks a Wealth Advisor based in the Greater Washington area. You will consult on investment and insurance strategies, develop financial plans, grow and retain a book of business, and own the client experience with proactive referrals to partners.

They require FINRA Series 7 and 66 (or 63,65), Life and Health Insurance, and a Bachelor's degree with 3+ years of relevant experience.

Qualifications

• University degree and 3+ years of relevant industry experience.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.
• Licenses and certifications may be required for progression.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Grows and retains an investment and insurance book of business and owns the client experience.
• Expands client relationships through business development and referrals to internal partners.
• Develops and implements investment and insurance strategies and presents sound financial guidance.
• Ensures compliance with laws, regulations, and internal guidelines and maintains service levels.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC's Wealth Management organization seeks a Wealth Advisor based in the Greater Washington area. You will consult on investment and insurance strategies, develop financial plans, grow and retain a book of business, and own the client experience with proactive referrals to partners.

They require FINRA Series 7 and 66 (or 63,65), Life and Health Insurance, and a Bachelor's degree with 3+ years of relevant experience.