Wealth Advisor: Grow Client Portfolios & Financial Plans

PNC; Pittsburgh (Allegheny County); Sur place; USD 85 000 - 125 000; Plein temps

Résumé du poste

PNC Financial Services Group, Inc. is seeking a Wealth Advisor for its Wealth Management division in the Greater Pittsburgh area. You will consult on investment and insurance strategies, develop financial plans, and manage an expanding client base.

You will collaborate with internal partners to optimize referrals and service levels, fostering long-term client loyalty. The role emphasizes building trusted relationships, maintaining compliance, and delivering a superior client experience in a

Qualifications

• University degree required with 3+ years of relevant/ direct industry experience.
• FINRA Series 7 and 66 (or 63, 65) licenses required; Life and Health Insurance licensing required.

Responsabilités

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and manages client relationships.
• Develops and implements investment strategies and presents financial recommendations.
• Establishes financial plans based on client objectives and monitors progress.
• Coaches internal partners to identify opportunities and drives referrals.

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 degree

Description du poste

PNC Financial Services Group, Inc. is seeking a Wealth Advisor for its Wealth Management division in the Greater Pittsburgh area. You will consult on investment and insurance strategies, develop financial plans, and manage an expanding client base.

You will collaborate with internal partners to optimize referrals and service levels, fostering long-term client loyalty. The role emphasizes building trusted relationships, maintaining compliance, and delivering a superior client experience in a