Wealth Advisor: Grow Client Portfolios & Financial Plans

PNC Financial Services Group, Inc.; Lee's Summit (MO); On-site; USD 75,000 - 125,000; Full time

Job summary

PNC Financial Services Group, Inc. seeks a Wealth Advisor in Missouri to consult on investment and insurance strategies, develop financial plans, and manage client relationships within PNC Wealth Management.

The role emphasizes building and expanding a client book of business, while ensuring compliance with applicable laws and internal guidelines. The successful candidate will coordinate with internal partners, foster client trust, and contribute to a high-quality client experience in a fiscally

Qualifications

• Three or more years of relevant industry experience preferred.
• Certification(s) often desired.
• In lieu of a degree, a comparable combination of education, certification and experience may be considered.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients. Builds and retains an investment and insurance book of business; owns the client experience and guides sales and service.
• Develops and maintains client relationships through business development and networking; grows loyalty and share of wallet through outstanding client service.
• Develops and implements investment and insurance strategies; presents sound financial recommendations and creates individual financial plans based on client needs.
• Coaches internal partners to identify investment opportunities; drives education and visibility among partners and maintains strong referral activity.
• Meets with internal partners to review results and pipeline; adheres to laws, regulations, policies and guidelines.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. seeks a Wealth Advisor in Missouri to consult on investment and insurance strategies, develop financial plans, and manage client relationships within PNC Wealth Management.

The role emphasizes building and expanding a client book of business, while ensuring compliance with applicable laws and internal guidelines. The successful candidate will coordinate with internal partners, foster client trust, and contribute to a high-quality client experience in a fiscally