Wealth Advisor: Grow Client Portfolios & Plans

Fairygodboss; Arvada (CO); On-site; USD 58,000 - 96,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with match

Educational assistance

Wellness program

Job summary

PNC Wealth Management in Arvada, CO seeks an Investment Advisor to build and manage client investment and insurance strategies, delivering personalized financial plans. You will partner with branch teams to grow relationships, educate stakeholders, and drive referrals while maintaining a high level of client service.

The role emphasizes collaboration, ongoing planning, and adherence to regulatory requirements, with a base salary range reflecting the geographic market.

Qualifications

• Bachelor's degree in finance or a related field is preferred.
• Licenses required: FINRA Series 7 and 66 (or 63/65) and Life & Health Insurance.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and maintain an investment and insurance book of business with sales and service.
• Develop investment strategies, recommend products, and monitor client plans.
• Coach branch staff to identify investment opportunities and drive referrals.
• Meet with leadership to review results and manage pipeline.

Education

Bachelor's degree

Job description

PNC Wealth Management in Arvada, CO seeks an Investment Advisor to build and manage client investment and insurance strategies, delivering personalized financial plans. You will partner with branch teams to grow relationships, educate stakeholders, and drive referrals while maintaining a high level of client service.

The role emphasizes collaboration, ongoing planning, and adherence to regulatory requirements, with a base salary range reflecting the geographic market.