Wealth Advisor: Grow Client Investments & Plans

PNC Financial Services Group, Inc.; Dover (DE); In loco; USD 64.000 - 128.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical/Prescription coverage

401(k) with PNC match

Paid holidays & vacation

Pension and stock purchase plans

Descrizione del lavoro

PNC Financial Services Group, Inc. in Delaware seeks a Wealth Advisor within PNC Wealth Management to deliver tailored investment and insurance guidance and to cultivate strong client relationships. You will be based in Delaware and work to expand a premier client experience.

PNC emphasizes in-office work with collaboration across internal partners to achieve financial goals and compliant, service-oriented advice. This role requires FINRA licenses and Life/Health insurance qualifications.

Competenze

• University degree and 3+ years relevant industry experience; certifications are often desired.
• FINRA Series 7 and 66 licenses required; Life and Health Insurance required.
• Strong ability to prospect, network, and manage client relationships.

Mansioni

• 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.
• Acquires, expands and maintains client relationships through business development and client networking; grows loyalty and share of wallet.
• Develops and implements investment and insurance strategies; determines best products and presents sound financial recommendations.
• Coaches and educates internal partners to identify investment opportunities; drives education and visibility.
• Meets with internal partners to review business results and pipeline; adheres to laws and guidelines.

Conoscenze

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Formazione

Bachelor's degree

Descrizione del lavoro

PNC Financial Services Group, Inc. in Delaware seeks a Wealth Advisor within PNC Wealth Management to deliver tailored investment and insurance guidance and to cultivate strong client relationships. You will be based in Delaware and work to expand a premier client experience.

PNC emphasizes in-office work with collaboration across internal partners to achieve financial goals and compliant, service-oriented advice. This role requires FINRA licenses and Life/Health insurance qualifications.