Wealth Advisor: Client Planning & Investments

PNC Financial Services Group; Milwaukee (WI); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life Insurance

Disability insurance

401(k) with match

Pension plan

Stock purchase plan

Education assistance

Wellness program

Parental leave

Paid holidays

Vacation days

Job summary

PNC Financial Services Group in Wisconsin seeks a Wealth Advisor to serve clients within PNC Wealth Management. Based in Milwaukee, you will develop investment and insurance strategies, build and retain a client book, and collaborate with internal partners to deliver tailored financial plans.

You will prospect new relationships, educate partners, and manage risk while adhering to regulations. Requires FINRA licenses, a Bachelor’s degree, and 3+ years relevant experience.

Qualifications

• Bachelor's degree required; financial services experience preferred.
• FINRA licenses (Series 7 and 66) and Life & Health insurance required.
• Strong client relationship, communication, and sales acumen.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Expand client relationships through business development and referrals.

Skills

Client prospecting

Relationship building

Credit risk analysis

Customer engagement

Financial analysis

Financial modeling

Public speaking

Investment banking

Relationship management

Education

Bachelor's degree

Job description

PNC Financial Services Group in Wisconsin seeks a Wealth Advisor to serve clients within PNC Wealth Management. Based in Milwaukee, you will develop investment and insurance strategies, build and retain a client book, and collaborate with internal partners to deliver tailored financial plans.

You will prospect new relationships, educate partners, and manage risk while adhering to regulations. Requires FINRA licenses, a Bachelor’s degree, and 3+ years relevant experience.