Wealth Advisor — Client Wealth & Planning Expert

Fairygodboss; Saint Charles (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

401(k) with match

Paid time off & holidays

Wellness program

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Missouri to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business through proactive client engagement.

You will partner with internal teams to identify opportunities, educate partners, and drive referrals while maintaining regulatory and service standards in a client-first environment.

Qualifications

• 3+ years of relevant experience; degree or equivalent combination of education and certifications.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients.
• Acquires, expands and maintains client relationships through business development.
• Develops and implements investment and insurance strategies; presents recommendations.
• Coaches internal partners to identify investment opportunities and drives referrals.
• Meets service level agreements on lead and referral follow up; adheres to laws and policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelors

Job description

PNC Wealth Management is seeking a Wealth Advisor based in Missouri to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business through proactive client engagement.

You will partner with internal teams to identify opportunities, educate partners, and drive referrals while maintaining regulatory and service standards in a client-first environment.