Wealth Advisor: Client Strategy & Growth | Chicago

PNC Financial Services Group; Chicago (IL); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Job summary

PNC Financial Services Group in Chicago seeks a Financial Advisor within PNC Wealth Management to guide clients toward their savings, investing and retirement goals from our Lincoln Park Clark location.

This role sits in a collaborative branch team, offering a comprehensive training program, state-of-the-art technology, and a clear path to build an investment book while delivering an outstanding client experience.

Qualifications

• Bachelor degree required.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.
• 2+ years of relevant professional experience.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business.
• Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience.
• Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies.
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Financial Services Group in Chicago seeks a Financial Advisor within PNC Wealth Management to guide clients toward their savings, investing and retirement goals from our Lincoln Park Clark location.

This role sits in a collaborative branch team, offering a comprehensive training program, state-of-the-art technology, and a clear path to build an investment book while delivering an outstanding client experience.