Wealth Advisor: Elevate Clients' Financial Futures

Fairygodboss; Washington (District of Columbia); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Paid time off

Job summary

PNC Wealth Advisor in the Greater Washington area is in an in-office Wealth Management role focused on consulting on investment and insurance strategies and developing comprehensive financial plans for clients.

You will grow a client book, manage relationships, and guide referrals while ensuring adherence to laws and internal guidelines. The position requires FINRA licenses and Life/Health insurance credentials.

Qualifications

• Bachelor's degree required; 3+ years of relevant experience in wealth/advisory roles.
• FINRA Series 7 and 66 licenses required (or 63/65 as applicable) and Life/Health Insurance licenses.
• Strong client relationship management and ability to grow book of business.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment/insurance book of business through sales and service excellence.
• Acquire, expand, and maintain client relationships via networking and referrals.

Skills

Client relationship building

Financial analysis

Financial planning

Sales and referrals

Communication

Coaching others

Education

Bachelor's degree

Job description

PNC Wealth Advisor in the Greater Washington area is in an in-office Wealth Management role focused on consulting on investment and insurance strategies and developing comprehensive financial plans for clients.

You will grow a client book, manage relationships, and guide referrals while ensuring adherence to laws and internal guidelines. The position requires FINRA licenses and Life/Health insurance credentials.