Wealth Advisor: Create Plans, Grow Client Relationships

PNC; Denver (CO); Sur place; USD 53 000 - 96 000; Plein temps

Avantages offerts par ce poste

Medical/dental/vision coverage

401(k) with company match

Wellness program

Résumé du poste

PNC Wealth Management in Denver, CO, seeks a Financial Advisor to join its in-branch team. You will manage an assigned book of business, consult on investment and insurance strategies, and deliver personalized financial plans for clients.

You will develop client relationships, expand the book, and coordinate with branch leaders to achieve investment results. Strong communication and market knowledge are essential.

Qualifications

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

Responsabilités

• 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, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

Connaissances

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Formation

Bachelor's

Description du poste

PNC Wealth Management in Denver, CO, seeks a Financial Advisor to join its in-branch team. You will manage an assigned book of business, consult on investment and insurance strategies, and deliver personalized financial plans for clients.

You will develop client relationships, expand the book, and coordinate with branch leaders to achieve investment results. Strong communication and market knowledge are essential.