Wealth Advisor: Grow Client Portfolios & Financial Plans
PNC
14 days+
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Benefits offered by this job
Job summary
A leading financial institution is looking for a dedicated professional to advance in the role focusing on investment and insurance strategies. You will provide exceptional customer experiences while developing relationships, acquiring new clients, and effectively managing investment opportunities. The candidate must have a Bachelor's degree and relevant experience, as well as certifications in FINRA Series 7 and 66. Competitive salary ranging from $75,000 to $125,000 based on experience.
Qualifications
- 3+ years of relevant industry experience is required.
- In lieu of a degree, a combination of education, certifications, and experience may be acceptable.
- Role includes coaching and educating internal business partners.
Responsibilities
- Consult on investment and insurance strategies for clients.
- Grows and retains an investment and insurance book of business.
- Develop and implement investment strategies based on client needs.
Skills
Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management
Education
Bachelor's degree
Tools
FINRA Series 7
FINRA Series 66
Life and Health Insurance
Job description
A leading financial institution is looking for a dedicated professional to advance in the role focusing on investment and insurance strategies. You will provide exceptional customer experiences while developing relationships, acquiring new clients, and effectively managing investment opportunities. The candidate must have a Bachelor's degree and relevant experience, as well as certifications in FINRA Series 7 and 66. Competitive salary ranging from $75,000 to $125,000 based on experience.
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