Wealth Advisor: Client Planning & Investments

Fairygodboss; Royersford (Montgomery County); Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

PNC Wealth Management in the East End, Pottstown, PA office seeks a Financial Advisor to manage an assigned book and deliver holistic financial planning, investment and insurance strategies. You will collaborate with branch teams to provide solutions that help clients meet retirement goals.

The role emphasizes client engagement, referrals, and compliance with laws. FINRA Series 7/66 and Life & Health Insurance licenses, a Bachelor’s degree, and 2+ years’ experience are preferred.

Qualifikationen

• University/college degree required; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Adherence to applicable laws, regulations and guidelines.

Aufgaben

• Consults on investment and insurance strategies, and develops financial plans for clients.
• Acquires, expands and maintains client relationships via business development and networking.
• Develops and implements investment/insurance strategies and presents recommendations.
• Coaches branch staff to identify investment opportunities and drives referrals.

Kenntnisse

Client Prospecting

Client Relationship Building

Financial Analysis

Investment Planning

Public Speaking

Financial Modeling

Regulatory Compliance

Sales and Service

Networking

Time Management

Ausbildung

Bachelor's degree

Tools

CRM software

Jobbeschreibung

PNC Wealth Management in the East End, Pottstown, PA office seeks a Financial Advisor to manage an assigned book and deliver holistic financial planning, investment and insurance strategies. You will collaborate with branch teams to provide solutions that help clients meet retirement goals.

The role emphasizes client engagement, referrals, and compliance with laws. FINRA Series 7/66 and Life & Health Insurance licenses, a Bachelor’s degree, and 2+ years’ experience are preferred.