Wealth Advisor: Grow Client Portfolios & Plans

Talentify; Philadelphia (Philadelphia County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical / Prescription coverage

Dental & Vision

Life Insurance

Disability Insurance

401(k) with employer match

Educational assistance

Job summary

PNC Wealth Management seeks a Wealth Advisor based in the Greater Philadelphia Area to deliver integrated investment and insurance strategies, develop financial plans, and grow a client book through relationship management. You will own the client experience, collaborate with internal partners, and ensure compliance while guiding clients toward their financial goals in a fast-paced, in-office environment.

Strong communication, business development skills, and FINRA licenses (Series 7/66) plus

Qualifications

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

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and manages the client experience.
• Acquires, expands and maintains client relationships through business development and networking.
• Develops and implements investment strategies and presents sound financial recommendations.
• Coaches and educates internal partners to identify investment opportunities and drives referral activity.
• Meets service levels, reviews results and pipeline with internal partners, and adheres to laws and guidelines.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Financial Modeling

Public Speaking

Relationship Management

Sales & Referral Networking

Internal Collaboration

Education

Bachelor's degree in business or related field

Job description

PNC Wealth Management seeks a Wealth Advisor based in the Greater Philadelphia Area to deliver integrated investment and insurance strategies, develop financial plans, and grow a client book through relationship management. You will own the client experience, collaborate with internal partners, and ensure compliance while guiding clients toward their financial goals in a fast-paced, in-office environment.

Strong communication, business development skills, and FINRA licenses (Series 7/66) plus