Wealth Advisor: Grow Client Portfolios & Relationships

PNC; Boston (MA); On-site; USD 77,000 - 128,000; Full time

Benefits offered by this job

401(k) with company match

Health/dental/vision coverage

Paid holidays and time off

Educational assistance

Job summary

PNC seeks an experienced financial professional to lead investment and insurance planning for clients in a high-touch, in-office environment. You will own the client experience, grow a book of business, and coordinate referrals with internal partners to maximize opportunity.

Successful candidates bring a 3+ year track record, FINRA licenses (7/66 or 63/65), and a Bachelor’s degree. Your role includes relationship development, regulatory compliance, and proactive client education.

Qualifications

• University degree with 3+ years of relevant industry experience; certifications are often desired.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• In lieu of a degree, a comparable combination of education, credentials and experience may be considered.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

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

Job description

PNC seeks an experienced financial professional to lead investment and insurance planning for clients in a high-touch, in-office environment. You will own the client experience, grow a book of business, and coordinate referrals with internal partners to maximize opportunity.

Successful candidates bring a 3+ year track record, FINRA licenses (7/66 or 63/65), and a Bachelor’s degree. Your role includes relationship development, regulatory compliance, and proactive client education.