Wealth Advisor: Grow Client Portfolios & Plans

PNC Financial Services Group, Inc.; Wentzville (MO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical & prescription coverage (HSA)

Dental & vision coverage

401(k) with company match

Job summary

PNC Wealth Management is seeking a Financial Advisor based in St Charles, MO to manage and grow an advisory book. You will consult on investment and insurance strategies, develop personalized financial plans, and collaborate with branch staff to identify opportunities.

The role requires a university degree, 2+ years’ experience, and FINRA licenses (7/66 or 63/65) plus Life/Health Insurance. Expect a comprehensive benefits package and progress within a supportive, in-office culture.

Qualifications

• University/college degree required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) licenses required. Life and Health Insurance required.
• Strong communication, relationship-building and client service skills.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Acquires, expands and maintains client relationships through business development and client networking.
• Develops and implements investment and insurance strategies for clients and presents sound recommendations.
• Coaches and educates branch staff to identify investment opportunities and drive referrals.
• Meets with branch management to review results and manage pipeline; adheres to laws and policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Wealth Management is seeking a Financial Advisor based in St Charles, MO to manage and grow an advisory book. You will consult on investment and insurance strategies, develop personalized financial plans, and collaborate with branch staff to identify opportunities.

The role requires a university degree, 2+ years’ experience, and FINRA licenses (7/66 or 63/65) plus Life/Health Insurance. Expect a comprehensive benefits package and progress within a supportive, in-office culture.