Wealth Advisor: Craft Bespoke Financial Plans & Growth

Fairygodboss; Pittsburgh (Allegheny County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical / prescription coverage

Dental and vision coverage

401(k) with company match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Wealth Advisors in Pittsburgh is seeking an experienced Wealth Strategist to collaborate with clients on investment, insurance, and financial planning strategies. You will grow and retain a client book, handle sales and service, and refer opportunities to internal partners as appropriate.

Qualified candidates will have a Bachelor’s degree, FINRA Series 7/66 (or 63/65) licenses, Life and Health Insurance, and 3+ years in wealth or financial services.

Qualifications

• Bachelor's degree required; 3+ years of relevant industry experience.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns the client experience.
• Develops and implements investment and insurance strategies; presents recommendations to clients.
• Coaches internal partners to identify investment opportunities and drives referrals.
• Meets service level agreements and adheres to laws and internal guidelines.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Education

Bachelors

Job description

PNC Wealth Advisors in Pittsburgh is seeking an experienced Wealth Strategist to collaborate with clients on investment, insurance, and financial planning strategies. You will grow and retain a client book, handle sales and service, and refer opportunities to internal partners as appropriate.

Qualified candidates will have a Bachelor’s degree, FINRA Series 7/66 (or 63/65) licenses, Life and Health Insurance, and 3+ years in wealth or financial services.