Wealth Advisor - Client Wealth & Planning (In-Office IL)

Fairygodboss; Rockford (IL); On-site; USD 64,000 - 128,000; Full time

Job summary

PNC Wealth Management seeks a Wealth Advisor based in Illinois to deliver comprehensive financial planning and advisory services. You will manage client investments and insurance strategies, grow a book of business, and collaborate with internal partners to maximize referrals and service quality.

The role emphasizes building trusted client relationships, adherence to regulatory requirements, and ongoing education of both clients and partners. Position is in-office with standard benefits.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 licenses required.
• Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment and insurance book of business.
• Acquire, expand and maintain client relationships through business development.
• Develop and implement investment strategies; present recommendations.
• Coach internal partners and manage referrals and pipeline.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Public Speaking

Financial Analysis

Education

Bachelor's degree

Job description

PNC Wealth Management seeks a Wealth Advisor based in Illinois to deliver comprehensive financial planning and advisory services. You will manage client investments and insurance strategies, grow a book of business, and collaborate with internal partners to maximize referrals and service quality.

The role emphasizes building trusted client relationships, adherence to regulatory requirements, and ongoing education of both clients and partners. Position is in-office with standard benefits.